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SYMPHONY FINANCIAL TEAM
SYMPHONY FINANCIAL TEAM, LLC
CRD 288715
1515 INTERNATIONAL PARKWAY, SUITE 2031, LAKE MARY, FL, 32746, United States
Phone
(407) 792-5576
Fax
(321) 249-6767
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 1 advisory reps; 28 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $0 |
| High net worth individuals | 10 | $0 |
All web addresses on file
Official SEC filing: View on IAPD