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Harmony Asset Management LLC

EST. AUM
$393,589,232

CONTACTS
7

CLIENT ACCOUNTS
528

Firm Details

Metro area Phoenix
CRD Number 116069
Website harmonyam.com
Client types

Overview

Harmony Asset Management (HarmonyAM) provides wealth management services for high net-worth individuals, endowments & foundations, and corporate retirement plans. They offer customized investment solutions to address clients' financial needs. With a focus on long-term wealth generation, investment management is their primary service. Led by a former top-ranked Morningstar manager, Harmony employs a multi-asset class strategy to pursue favorable returns with controlled risks. They follow conventional investment principles, tailoring portfolios to match client suitability, objectives, and risk tolerance, without confining themselves to predetermined allocations or sectors.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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