Harmony Asset Management LLC

Harmony Asset Management LLC (CRD# 116069) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $356,174,080 in 481 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
15169 N. Scottsdale Road, Suite 205, Scottsdale, AZ 85254
https://www.linkedin.com/in/alan-rosenfield-8bb8854?trk=pulse-article_main-author-card
By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $740,487
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, FL, NY, TX

Financial Advisors at Harmony Asset Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Dale Boettcher, financial advisor Scottsdale AZ
Dale J. Boettcher
CRD#: 1228871
15169 N. Scottsdale Road, Suite 205, Scottsdale, AZ 85254

Dale Boettcher (CRD# 1228871) is an Investment Advisor Representative working at Harmony Asset Management LLC in Scottsdale, AZ and has over 40 years of experience in the finance industry.

2
Stuart Henley, financial advisor Scottsdale AZ
Stuart J. Henley
CRD#: 1368973
15169 N. Scottsdale Road, Suite 205, Scottsdale, AZ 85254

Stuart Henley (CRD# 1368973) is an Investment Advisor Representative working at Harmony Asset Management LLC in Scottsdale, AZ and has over 38 years of experience in the finance industry.

3
Kenneth Jobson, financial advisor Scottsdale AZ
Kenneth K. Jobson
CRD#: 5987955
15169 N. Scottsdale Road, Suite 205, Scottsdale, AZ 85254

Kenneth Jobson (CRD# 5987955) is an Investment Advisor Representative working at Harmony Asset Management LLC in Scottsdale, AZ and has over 11 years of experience in the finance industry.

4
Monica Kaufman, financial advisor Scottsdale AZ
Monica A. Kaufman
CRD#: 2471533
15169 N. Scottsdale Road, Suite 205, Scottsdale, AZ 85254

Monica Kaufman (CRD# 2471533) is an Investment Advisor Representative working at Harmony Asset Management LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.

5
Hairold Lopez, financial advisor Scottsdale AZ
Hairold Lopez
CRD#: 6938384
15169 N. Scottsdale Road, Suite 205, Scottsdale, AZ 85254

Hairold Lopez (CRD# 6938384) is an Investment Advisor Representative working at Harmony Asset Management LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.

6
Alan Rosenfield, financial advisor Scottsdale AZ
Alan E. Rosenfield
CRD#: 1129174
15169 N. Scottsdale Road, Suite 205, Scottsdale, AZ 85254

Alan Rosenfield (CRD# 1129174) is an Investment Advisor Representative working at Harmony Asset Management LLC in Scottsdale, AZ and has over 40 years of experience in the finance industry.

7
Michael Aloian, financial advisor Scottsdale AZ
Michael S. Aloian
CRD#: 7492609
15169 N. Scottsdale Road, Suite 205, Scottsdale, AZ 85254

Michael Aloian (CRD# 7492609) is an Investment Advisor Representative working at Harmony Asset Management LLC in Scottsdale, AZ and has over 4 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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