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
Harmony Road Advisors
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts79ACCOUNTS
-
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.
PA
Financial Advisors at Harmony Road Advisors
1
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.
2
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.
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