Harmony Road Advisors

Harmony Road Advisors (CRD# 311126) is a financial advisory firm headquartered in , . They manage $16,632,870 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

https://www.linkedin.com/company/harmony-road-advisors

By the Numbers

Total Assets Under Management

17

MILLION
Total Number of Accounts

79

ACCOUNTS
Average Account Value

$210,543

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Harmony Road Advisors

Showing 1 - 2 of 2 top financial advisors.

Frank R. Collins

CRD#: 703841

Elizabethtown, PA

Frank Collins (CRD# 703841) is an Investment Advisor Representative working at Harmony Road Advisors in Elizabethtown, PA and has over 42 years of experience in the finance industry.

Geoffrey C. Finch

CRD#: 7300603

Elizabethtown, PA

Geoffrey Finch (CRD# 7300603) is an Investment Advisor Representative working at Harmony Road Advisors in Elizabethtown, PA and has over 3 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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