Harmonic Investment Advisors
RIAState Registered
Total AUM
$18.9M
Discretionary
$18.9M
100% of AUM
Avg account
$215K
Accounts
88
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 148950
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals87.08%
- Charitable Organizations12.92%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harmonic Investment Advisors operates as a corporation focused on providing portfolio management services to both individual and institutional clients. The firm is structured to cater to a diverse clientele, including individuals, families, and businesses. Their investment strategy emphasizes a blend of traditional and alternative investments, allowing them to tailor their approach based on client needs. The firm does not actively engage in ESG investing, which may influence their investment choices and client discussions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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