Harmont Fixed Income, LLC

RIASEC RegisteredEst. 2024
Total AUM
$203M
Discretionary
$203M
100% of AUM
Avg account
$203M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
321151
Registered since
December 4, 2024
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Harmont Fixed Income, LLC is an SEC-registered limited liability company that entered SEC registration in 2024. The firm is owned by an individual and positions itself as a fixed‑income portfolio manager serving businesses and institutional mandates. Its stated advisory activity is portfolio management for businesses or institutions, and it charges either a percentage of assets under management or fixed fees for those services. Harmont is not identified as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 56%, State & Local Bonds 22%, Investment Grade Corp Bonds 21%, Cash & Cash Equivalents 1%56%
  • US Government Bonds56%
  • State & Local Bonds22%
  • Investment Grade Corp Bonds21%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • William Smith

    William Smith

    Managing Member And Chief Compliance OfficerCRD 5671373

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth