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SYMPHONY RETIREMENT PARTNERS LLC
CRD 300990
1 CHISHOLM TRAIL, BLDG 1, SUITE 450, ROUND ROCK, TX, 78681, United States
Phone
512-337-8060
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$39.2M
Discretionary AUM
$39.2M
Team
3 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $12.4M |
| High net worth individuals | 34 | $23.9M |
| Pension/profit sharing plans | 4 | $2.9M |
All web addresses on file
Official SEC filing: View on IAPD