Harmony Asset Management LLC

Harmony Asset Management LLC (CRD# 116069) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $21,202,672 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $235,585
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, NY

Financial Advisors at Harmony Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan E. Rosenfield
CRD#: 1129174
15059 N. Scottsdale Road, Suite 200, Scottsdale, AZ 85254
93
Wealthminder
score

Alan Rosenfield (CRD# 1129174) is an Investment Advisor Representative working at Harmony Asset Management LLC in Scottsdale, AZ and has over 34 years of experience in the finance industry.

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