HARMONY ASSET MANAGEMENT LLC
CRD #116069 SEC #801-118731 SCOTTSDALE, AZ 480-314-5967
SEC Registered
Total AUM
$393.6M
Discretionary
$372.2M
Employees
9
Clients
10
Accounts
528
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $393.6M | $372.2M | $21.4M | 9 | 0 |
| Mar 2025 | $393.6M | $372.2M | $21.4M | 9 | 0 |
| Mar 2024 | $356.2M | $356.2M | $0 | 9 | 0 |
| Jan 2024 | $313.9M | $298.2M | $15.6M | 9 | 5 |
| Dec 2023 | $313.9M | $298.2M | $15.6M | 9 | 5 |
| Dec 2023 | $313.9M | $298.2M | $15.6M | 9 | 5 |
| Sep 2023 | $313.9M | $298.2M | $15.6M | 9 | 5 |
| Apr 2023 | $313.9M | $298.2M | $15.6M | 9 | 5 |
| Mar 2023 | $313.9M | $298.2M | $15.6M | 9 | 5 |
| Mar 2023 | $313.9M | $298.2M | $15.6M | 9 | 5 |
| Mar 2023 | $313.9M | $298.2M | $15.6M | 9 | 5 |
| Mar 2022 | $116.7M | $116.7M | $0 | 8 | 5 |
| Jul 2021 | $108.9M | $108.9M | $0 | 7 | 5 |
| Jul 2021 | $108.9M | $108.9M | $0 | 7 | 5 |
| Jun 2021 | $108.9M | $108.9M | $0 | 7 | 5 |
| Jun 2021 | $108.9M | $108.9M | $0 | 7 | 5 |
| Mar 2021 | $110.7M | $88.5M | $22.2M | 7 | 5 |
| Nov 2020 | $119.3M | $99.1M | $20.3M | 4 | 0 |
| Jun 2020 | $119.3M | $99.1M | $20.3M | 4 | 0 |
| Apr 2020 | $119.3M | $99.1M | $20.3M | 4 | 0 |
DateApr 2025
Total AUM$393.6M
Discretionary$372.2M
Non-Disc.$21.4M
Employees9
Clients0
DateMar 2025
Total AUM$393.6M
Discretionary$372.2M
Non-Disc.$21.4M
Employees9
Clients0
DateMar 2024
Total AUM$356.2M
Discretionary$356.2M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$313.9M
Discretionary$298.2M
Non-Disc.$15.6M
Employees9
Clients5
DateDec 2023
Total AUM$313.9M
Discretionary$298.2M
Non-Disc.$15.6M
Employees9
Clients5
DateDec 2023
Total AUM$313.9M
Discretionary$298.2M
Non-Disc.$15.6M
Employees9
Clients5
DateSep 2023
Total AUM$313.9M
Discretionary$298.2M
Non-Disc.$15.6M
Employees9
Clients5
DateApr 2023
Total AUM$313.9M
Discretionary$298.2M
Non-Disc.$15.6M
Employees9
Clients5
DateMar 2023
Total AUM$313.9M
Discretionary$298.2M
Non-Disc.$15.6M
Employees9
Clients5
DateMar 2023
Total AUM$313.9M
Discretionary$298.2M
Non-Disc.$15.6M
Employees9
Clients5
DateMar 2023
Total AUM$313.9M
Discretionary$298.2M
Non-Disc.$15.6M
Employees9
Clients5
DateMar 2022
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees8
Clients5
DateJul 2021
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees7
Clients5
DateJul 2021
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees7
Clients5
DateJun 2021
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees7
Clients5
DateJun 2021
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees7
Clients5
DateMar 2021
Total AUM$110.7M
Discretionary$88.5M
Non-Disc.$22.2M
Employees7
Clients5
DateNov 2020
Total AUM$119.3M
Discretionary$99.1M
Non-Disc.$20.3M
Employees4
Clients0
DateJun 2020
Total AUM$119.3M
Discretionary$99.1M
Non-Disc.$20.3M
Employees4
Clients0
DateApr 2020
Total AUM$119.3M
Discretionary$99.1M
Non-Disc.$20.3M
Employees4
Clients0