SYMPHONY FINANCIAL, LTD. CO.
SEC file number 801-79989
· HOUSTON, TX
https://symphony.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$861M
Discretionary AUM
$861M
Employees
34
Clients
—
Firm
- Address
- 4295 SAN FELIPE
HOUSTON, TX 77027 - Phone
- —
- Website
- https://symphony.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- Stash Financial, Inc. Medium name-match confidence · CIK 1647051 · NY
- Swell Financial, Inc. Medium name-match confidence · CIK 1914565 · CO
- Sword Financial Corp. Medium name-match confidence · CIK 1764930 · WI
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
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Sword Financial Corp. · D · Nov 2, 2026$60.1M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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F&M FINANCIAL CORP · D · Jul 16, 2025$60M
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Stash Financial, Inc. · D · May 16, 2025$187.3M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025