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Building 2HARMONY ASSET MANAGEMENT LLC

Map pinSCOTTSDALE, AZ
Phone480-314-5967
NotebookSEC #801-118731
Total AUM
$462.5M
Employees
10
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16220 N. SCOTTSDALE ROAD
SUITE 300
SCOTTSDALE
AZ 85254
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
480-314-5967
Other Offices
4

ReceiptFinancials

Total AUM
$462.5M
Accounts
602
Discretionary
$416.6M
Accounts
523
Non-Discretionary
$45.9M
Accounts
79

ContactClients

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Individual Clients
133
AUM
$53.9M
HNW Individual Clients
133
AUM
$314.9M
Charitable Organization Clients
2
AUM
$77.6M
Corporation or Business Clients
7
AUM
$16.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
ALAZCAFLNYSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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