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Vincent Ray Amalfi

Symphony Financial, Ltd. Co.

Redondo Beach, CA

Houston, TX

CRD 8247700

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Employer firm

Symphony Financial, Ltd. Co. CRD 171816

$1.35B regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • MULTI FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Symphony Financial, Ltd. Co.

4295 San Felipe Suite 300, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-02
  • TX RA
    APPROVED_RES
    Since 2026-04-02

Branch Locations

Redondo Beach, CA • United States

4295 San Felipe Suite 300, Houston, TX 77027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Symphony Financial, Ltd. Co. Houston TX 04/2026 Present
Taiv, Inc Redondo Beach CA 06/2025 Present
Izon Technology Redondo Beach CA 10/2023 06/2025
Intersection Redondo Beach CA 11/2021 08/2023
Screenvision Media Redondo Beach CA 10/2016 12/2021
Music Choice Redondo Beach CA 02/2007 09/2016
  • 04/2026 → Present
    Symphony Financial, Ltd. Co.
    Houston, TX
  • 06/2025 → Present
    Taiv, Inc
    Redondo Beach, CA
  • 10/2023 → 06/2025
    Izon Technology
    Redondo Beach, CA
  • 11/2021 → 08/2023
    Intersection
    Redondo Beach, CA
  • 10/2016 → 12/2021
    Screenvision Media
    Redondo Beach, CA
  • 02/2007 → 09/2016
    Music Choice
    Redondo Beach, CA

View on SEC IAPD

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