Symphony Technology Group, LLC
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Overview
Symphony Technology Group, LLC is an advisory firm headquartered in Menlo Park, California. The firm has $431.3 million in assets across seven client accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). It has an average-sized team, including 57 financial advisors. Symphony Technology Group, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as options, equities and bonds.
Symphony Technology Group, LLC manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction decisions for the client's account without requiring the client's consent. The firm supervises about $61.6 million in assets for every customer account. The average advisor at Symphony Technology Group, LLC oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
Symphony Technology Group, LLC's central office is located at 1300 El Camino Real, Suite 300, Menlo Park, California 94025-4211. Symphony Technology Group, LLC is legally permitted to serve clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Symphony Technology Group, LLC by the Numbers
$431.3 million
57
7
$61.6 million
Fee Structure
Financial management fees vary depending on the services provided. Fees billed by the firm may include some blend of the following fee types: asset-based or performance-based. Symphony Technology Group, LLC does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its seven accounts, Symphony Technology Group, LLC's largest client type by number of accounts is pooled investment vehicles. Around 29% of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Symphony Technology Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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