Harmoney Wealth, Pllc
Harmoney Wealth, Pllc (CRD# 307483) is a financial advisory firm headquartered in , . They manage $36,438,342 in 219 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Harmoney Wealth, Pllc
By the Numbers
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Total Assets Under Management36MILLION
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Total Number of Accounts219ACCOUNTS
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Average Account Value$166,385
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Harmoney Wealth, Pllc
1
Tanner Bortnem (CRD# 6404679) is an Investment Advisor Representative working at Harmoney Wealth, Pllc in Gilbert, AZ and has over 7 years of experience in the finance industry.
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