Harmony Wealth Management LLC
Harmony Wealth Management LLC (CRD# 304818) is a financial advisory firm headquartered in Crown Point, IN. They manage $31,736,705 in 70 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Harmony Wealth Management LLC
By the Numbers
-
Total Assets Under Management32MILLION
-
Total Number of Accounts70ACCOUNTS
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Average Account Value$453,382
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, IN
Financial Advisors at Harmony Wealth Management LLC
1
Scott Pederson (CRD# 2803918) is an Investment Advisor Representative working at Harmony Wealth Management LLC in Crown Point, IN and has over 27 years of experience in the finance industry.
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