In Symphony Private Capital, LLC is a related adviser based in Phoenix. It manages $10 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona and California.
In Symphony Private Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of In Symphony Private Capital, LLC is $10 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay In Symphony Private Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Blair Jay Portigal has been acting as President since 1 Dec 2002. Jason Mark Moskowitz joined the executive team most recently as the Ceo.
The principal office where In Symphony Private Capital, LLC performs its advisory services is located at 2525 East Camelback Road, Phoenix, AZ 85016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 602-381-0177 or by fax 602-381-0260. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.