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Michelle Roberts

Symphony Financial, Ltd. Co.

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About Michelle Roberts

Michelle Roberts is a registered investment advisor representative (IAR) with Symphony Financial, Ltd. Co. in Houston, Texas. Michelle has been a registered representative since June 2024. Michelle is also the owner of Vantage Point Test Prep and provides advisory services through Insight Wealth Management LLC. Michelle is also the owner of Vantage Point Test Prep, and has been providing exam prep and tutoring services since June 2007. Michelle specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

Firm Information

Michelle Roberts 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Michelle Roberts’s Registration & Firm History

TX

06/06/2024 - Present

Symphony Financial, Ltd. Co. (HOUSTON TX)

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Licenses & Designations

IA

Issued 09/26/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Roberts.
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