Harmony Asset Management LLC
Harmony Asset Management LLC (CRD# 116069) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $20,101,271 in 91 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts91ACCOUNTS
Average Account Value$220,893
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
Alan Rosenfield (CRD# 1129174) is an Investment Advisor Representative working at Harmony Asset Management LLC in Scottsdale, AZ and has over 33 years of experience in the finance industry.