Harmonic Investment Advisors

Harmonic Investment Advisors (CRD# 148950) is a financial advisory firm headquartered in , . They manage $17,935,681 in 88 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://harmonicadvisors.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $203,815
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID

Financial Advisors at Harmonic Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Jones, financial advisor Boise ID
Kevin A. Jones
CRD#: 1808087
Boise, ID

Kevin Jones (CRD# 1808087) is an Investment Advisor Representative working at Harmonic Investment Advisors in Boise, ID and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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