linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Marco Antonio Johnson

Symphony Financial, Ltd. Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marco? Claim Your Profile

About Marco Antonio Johnson

Marco Antonio Johnson is an investment advisor representative at Symphony Financial, Ltd. Co. in Houston, TX. Marco has been in the industry since January 2003, and joined Symphony Financial, Ltd. Co. in December 2019. Marco holds a Series 65 license and is registered with the state of Texas. Marco's areas of specialization include portfolio management for individuals and businesses, financial planning and pension consulting. The firm has regulatory assets under management of $860,973,427, with $665,646,804 of those assets belonging to high net worth individuals. The firm also manages accounts for charitable organizations, corporations or other businesses and pension and profit sharing plans. Marco's current employment is with Symphony Financial, Ltd. Co. and the firm's main office is located at 4295 San Felipe, Suite 300, Houston, TX 77027.

Firm Information

Marco Johnson is currently registered with Symphony Financial, Ltd. Co.. Symphony Financial, Ltd. Co. is a registered investment advisor located in Houston, Texas. The firm manages approximately $860,973,427 in assets for 2,600 clients. Symphony Financial, Ltd. Co. provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. The firm also offers other services, including multi-family office services. Symphony Financial, Ltd. Co. participates in a wrap fee program. The firm has a team of 19 investment advisor representatives.
Symphony Financial, Ltd. Co.

4295 SAN FELIPE

HOUSTON, TX 77027

$860.97M

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

multi family office services

Multi family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marco Johnson’s Registration & Firm History

TX

01/22/2020 - Present

Symphony Financial, Ltd. Co. (HOUSTON TX)

Not sure if Marco Antonio Johnson is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marco Antonio Johnson.
Not sure if Marco Antonio Johnson is right for you?