Filings through .
Symphony Financial Ltd. Co
Matched across 8 name variants in the filings
Analytics
Market position · 2024
Plans served9+1 YoYRank #1535 of mapped providers
Assets under administration$54.1B0.1%Rank #290 by share of filed assets
Fees received$2MMedian $36,577/planSum across Schedule C direct + indirect
Net wins YoY+12 won - 1 lostPlan-level switch detection
See full Symphony Financial Ltd. Co analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets