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Building 2HARMONY WEALTH PARTNERS

Map pinBOSTON, MA
Phone(617) 359-0438
NotebookSEC #801-130381
Total AUM
$48.1M
Employees
2
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 CANAL STREET
BOSTON
MA 02114
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(617) 359-0438

ReceiptFinancials

Total AUM
$48.1M
Accounts
50
Discretionary
$48.1M
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.1M
HNW Individual Clients
9
AUM
$28.1M
Pension/Profit Sharing Plan Clients
1
AUM
$972.9K
Charitable Organization Clients
1
AUM
$17.8M
Corporation or Business Clients
1
AUM
$282K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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