Tomball, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Symphony Financial, Ltd. Co.
Multi-team
Firm-wide stats for Symphony Financial, Ltd. Co.
About
Symphony Financial serves individuals, trusts, estates, charitable organizations and business entities through discretionary portfolio management, financial planning and consulting. The firm also offers multi-family office (MFO) services, third‑party management arrangements and Personal Choice Retirement Account (PCRA) self-directed retirement account management to clients of varying net worth.
The firm says it applies a long-term investment philosophy informed by both fundamental and technical analysis and tailors portfolios using mutual funds, ETFs, individual securities, options and, where appropriate, private placements and independent managers. Symphony provides ERISA 3(21) fiduciary services for retirement plans and coordinates comprehensive MFO engagements that involve outside specialists for tax, legal, banking and concierge-style family services.
What distinguishes Symphony from many peers is the breadth of its multi-family office offering — including bill pay, bookkeeping, private banking coordination, specialty lending and liquidity-event planning — and the firm’s use of outside providers (including a disclosed referral relationship with Fieldpoint Private Bank). Symphony also has substantial operational and custodial ties to LPL Financial (including software, platform support and compensation arrangements such as forgivable loans to some advisors), and it routinely uses multiple custodians and independent managers, a combination that creates potential conflicts the firm discloses and seeks to manage.
Based on Symphony Financial, Ltd. Co.
Expertise
Based on Symphony Financial, Ltd. Co.
Location
18230 North Eldridge Parkway
Tomball TX 77377
Advisors at this office
3
Advisors at this office
Dennis G
Series 63
Tomball, TX
Symphony Financial, Ltd. Co.
Dennis Greensage is a financial advisor at Symphony Financial, Ltd. Co. with 43 years of industry experience. He holds a Series 63 designation and has worked at Symphony Financial since 2014 and LPL Financial since 2004. Greensage is involved with The Greensage Group, a business that handles non-variable insurance and related activities. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services and coordinates with outside specialists, applying a long-term investment philosophy using a variety of investment vehicles and fiduciary services.
Christian S
Series 63
Tomball, TX
Symphony Financial, Ltd. Co.
Christian Smaistrla is a financial advisor with LPL Financial in Tomball, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2004 and at Symphony Financial, Ltd. Co. since 2014. In addition to his advisory work, he is involved in non-variable insurance sales. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Gary G
Series 63
Tomball, TX
Symphony Financial, Ltd. Co.
Gary Greensage is a financial advisor with Symphony Financial, Ltd. Co. and holds a Series 63 designation. He has 30 years of industry experience, including over 22 years at LPL Financial and 12 years with Symphony Financial. Outside of his advisory work, he is a partner in Un Tiro Guides & Outfitters, a business unrelated to investment management. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that incorporates fundamental and technical analysis and offers a broad multi-family office platform, including services like bill pay, private banking coordination, and liquidity-event planning.
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