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).
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Total Assets Under Management356MILLION
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Total Number of Accounts481ACCOUNTS
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Average Account Value$740,487
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
AL, AZ, CA, FL, NY, TX
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.
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.
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.
Monica Kaufman (CRD# 2471533) is an Investment Advisor Representative working at Harmony Asset Management LLC in Mckinney, TX and has over 6 years of experience in the finance industry.
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.
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.
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.