HARMONY ASSET MANAGEMENT LLC

15169 N. Scottsdale Road
Suite 205
Scottsdale, Arizona 85254
Tel: 480-314-5967

About HARMONY ASSET MANAGEMENT LLC

HARMONY ASSET MANAGEMENT LLC, formally registered with the SEC as HARMONY ASSET MANAGEMENT LLC. The firm was established in 05/15/2020. They have over 5 offices throughout the country.

HARMONY ASSET MANAGEMENT LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $356,174,080 assets under management, offering retirement planning & investment advisory services to 481 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116069
SEC#	801-118731
Assets Managed by Firm	$356,174,080
No. of Clients	481
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	481	$356,174,080
Individuals (other than high net worth individuals)	110	$32,073,051
High net worth individuals	118	$199,781,802
Corporations or other businesses	7	$15,420,537

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