Timothy Bruce Grassman

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

• 03/2006 → Present
  United Airlines
  Chicago, IL
• 03/2018 → Present
  Symphony Financial, Ltd. Co.
  Houston, TX

Other Businesses

1. the name of the other business: United Airlines; whether the business is investment-related: No; the address of the other business; Chicago, IL; the nature of the other business: Airlines; your position, title, or relationship with the other business: Pilot; the start date of your relationship: 03/2006; the approximate number of hours/month you devote to the other business: 40; the number of hours you devote to the other business during securities trading hours: 40; and briefly describe your duties relating to the other business: Airline pilot. || 2. the name of the other business: Results Broadcasting; whether the business is investment-related: No; the address of the other business: 1456 East Green Bay St. Shawano, WI 54166; the nature of the other business, your position, title, or relationship with the other business: Radio Broadcasting; the start date of your relationship: N/A; the approximate number of hours/month you devote to the other business: 0; the number of hours you devote to the other business during securities trading hours: 0; and briefly describe your duties relating to the other business: Family Business Partnership, Non- employee with ownership interest.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-04-04

Other Names

• Tim Grassman