$111.7M Total AUM
$111.7M Disc. AUM
1.3% 3Y CAGR
3 Employees
6 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2015
- Office Locations
- 1
Office Locations
-- Tampa FL
About Symphony Wealth Management
Symphony Wealth Management is a Tampa-based RIA. The firm has been operating for 11 years. Managing $111.7M in total assets under management, with 1 advisory representatives. They custody assets with Raymond James.
Team overview
-- AVG AGE
$111.7M AVG AUM / ADVISOR
$18.6M AVG AUM / CLIENT
7.8 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KEVIN CHRISTIAN DANIELS
Chief Compliance Officer, Managing Member, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
D
DEREK EDWARD JERGER
Market President
- CRD
- #2546788
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,700,000 | $15,957,143 |
| Non-Discretionary | $0 | -- |
| Total | $111,700,000 | $15,957,143 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing