Aarush Ajitkumar Hatti

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → 02/2026
  The Vanguard Group, Inc
  Malvern, PA
• 05/2024 → 03/2025
  Sands Investment Group
  King Of Prussia, PA
• 05/2023 → 08/2023
  Janssen Pharmaceutical Companies Of Johnson & Johnson
  Titusville, NJ
• 09/2022 → 12/2022
  Princeton Strategies
  Philadelphia, PA
• 05/2021 → 08/2021
  Lowes
  Hatfield, PA
• 06/2019 → 08/2019
  Opinions
  Lansdale, PA
• 11/2019 → 04/2020
  Kumon North America Inc.
  Lansdale, PA
• 08/2014 → 05/2017
  Penndale Middle School
  Lansdale, PA
• 08/2017 → 03/2020
  North Penn High School
  Lansdale, PA
• 08/2021 → 05/2024
  Temple University
  Philadelphia, PA
• 03/2020 → 06/2020
  North Penn High School
  Lansdale, PA
• 08/2020 → 07/2021
  Temple University
  Lansdale, PA
• 06/2024 → 01/2026
  Inzeko Llc
  Lansdale, PA
• 06/2025 → 02/2026
  Vanguard Marketing Corporation
  Malvern, PA
• 02/2026 → 07/2026
  Data Shrubs Llc
  Landsdale, PA
• 08/2026 → Present
  Symphony Financial, Ltd. Co.
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-02
• S63 Uniform Securities Agent State Law Examination
  2025-09-08

Other Names

• Aj Hatti
• Aarush Hatti