CRD: 300990
Symphony Retirement Partners LLC
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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · SEI · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-04-2019
- Office Locations
- 3
Office Locations
About Symphony Retirement Partners LLC
Symphony Retirement Partners (Round Rock, TX) helps clients prepare for retirement through investment guidance alongside retirement, estate, and insurance planning. Its approach centers on building diversified strategies aligned to each client’s goals and risk tolerance, and it publishes investor education content, including ETF primers. Multi-custodial capabilities include Charles Schwab and Fidelity/NFS.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOHN KOSHY
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #1848801
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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YUNNY DANG
--
- CRD
- #4937374
Jusmeet Virmani
--
- CRD
- #7012027
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,207,496 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,207,496 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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