Symphony Financial, A Registered Investment Advisor

Financial Services • 4295 San Felipe, Suite 300, United States • 1-10 Employees

Company overview

Headquarters	4295 San Felipe, Suite 300, Houston, Texas 77027, US
Phone number	+18882726807
Websites	4-sf.com 4sym.com
NAICS	52
SIC	628
Keywords	Financial Planning, Portfolio Management, Family Office Services, 401K Management, Asset Management And Fee Based Planning
Founded	2002
Employees	1-10
Socials

Key Contact at Symphony Financial, A Registered Investment Advisor

Carr Burgoyne

President And Founder

Symphony Financial, A Registered Investment Advisor Email Formats

Symphony Financial, A Registered Investment Advisor uses 1 email format. The most common is {first name} (e.g., john@4-sf.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@4-sf.com	100%

About Symphony Financial, A Registered Investment Advisor

One of Houston's leading Registered Investment Advisors, providing fee-based portfolio management at LPL Financial, Fidelity, Charles Schwab, Aspire & Orion. Let our team help you navigate your financial goals. Your privacy is important to us. We do not buy, sell or share contact information (name, e-mail address, street address, web address or phone numbers). Securities offered through LPL Financial Member SIPC www.sipc.org. Investment Advice offered through Symphony Financial, Ltd. Co., a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Symphony Financial, A Registered Investment Advisor revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Intern

Employees by Department

Symphony Financial, A Registered Investment Advisor has 4 employees across 4 departments.

Departments

Number of employees

Funding Data

Symphony Financial, A Registered Investment Advisor has never raised funding before.

Symphony Financial, A Registered Investment Advisor Tech Stack

Discover the technologies and tools that power Symphony Financial, A Registered Investment Advisor's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

reCAPTCHA

Security

Cloudflare Bot Management

Security

Open Graph

Miscellaneous

Azure Edge Network

Miscellaneous

Frequently asked questions

Symphony Financial, A Registered Investment Advisor is located in 4295 San Felipe, Suite 300, US.

You can reach Symphony Financial, A Registered Investment Advisor at +18882726807.

Symphony Financial, A Registered Investment Advisor was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Symphony Financial, A Registered Investment Advisor has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Symphony Financial, A Registered Investment Advisor

Carr Burgoyne

President And Founder

4.8

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