Symphony Financial Services, Inc.

Overview

Symphony Financial Services, Inc. is an SEC registered investment adviser based in Akron, OH, registered since 2004. It reports $429M in assets under management across 1,312 accounts, with 7 employees. It has 9 investment adviser representatives.

Reported AUM

$429M

Discretionary

80%

Accounts

1,312

Average account

$327K

Employees

7

Advisory reps

9

Registered since

2004

Jurisdictions

17

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• John Y Kim President CRD 2660519
• Craig Michael Small Vice President, Chief Compliance Officer CRD 5338171

Advisory reps 3 of 9

• Daniel Auble Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7445583
• Glen Thomas Crabtree Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7547984
• Spencer Lee Gabriel Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1987809

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4100 Embassy Pkwy # 100
Akron, OH 44333

County

Summit

Metro area

Akron, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 17 jurisdictions
• Website: symphony-financial.com

Every state, with registration dates

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