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SYMPHONY TECHNOLOGY GROUP, LLC

MENLO PARK, CA · CRD 160676 · IAPD ↗ · 650-935-9500

$307.3MRegulatory AUM
88Advisory reps
88Employees
0Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
October 2026 — SYMPHONY TECHNOLOGY GROUP, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
October 2026 — SYMPHONY TECHNOLOGY GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
38
April 2025 — SYMPHONY TECHNOLOGY GROUP, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2025 — SYMPHONY TECHNOLOGY GROUP, LLC grew from 71 to 89 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
April 2024 — SYMPHONY TECHNOLOGY GROUP, LLC grew from 57 to 71 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.