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HARMONY ASSET MANAGEMENT LLC
CRD 116069 · SEC 801-118731
16220 N. SCOTTSDALE ROAD, SUITE 300, SCOTTSDALE, AZ, 85254, United States
Phone
480-314-5967
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$462.5M
Discretionary AUM
$416.6M
Team
10 total employees; 9 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $53.9M |
| High net worth individuals | 133 | $314.9M |
| Charitable organizations | 2 | $77.6M |
| Corporations/business entities | 7 | $16.2M |
States served
AL, AZ, CA, NY, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD