1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HARMONY FINANCIAL ADVISORS, LLC

Map pin
Phone212-677-6100
NotebookSEC #801-73154
Total AUM
$46.7M
Employees
1
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
212-677-6100
Other Offices
1

ReceiptFinancials

Total AUM
$46.7M
Accounts
41
Discretionary
$46.7M
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1
AUM
$1.3M
HNW Individual Clients
17
AUM
$45.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account