Harmony Asset Management LLC

CRD 116069 · Scottsdale, AZ · $462.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 116069
SEC number: 801-118731
Firm type: RIA
Assets under management: $462.5M as of Mar 23, 2026
Website: www.linkedin.com/in/alan-rosenfield-8bb8854?trk=pulse-article_main-author-card ↗
Phone: 480-314-5967
Address: 16220 N. Scottsdale Road, Scottsdale, AZ, 85254

Advisors at this firm

8 in our index · page 1 of 1

Michael Smith AloianCRD 7492609 · Scottsdale, AZ

IA Registered
Dale Joseph BoettcherCRD 1228871 · Tampa, FL

IA RegisteredRegistration inactive
Mark Jameison EisenhutCRD 4331702 · Cave Creek, AZ

IA RegisteredRegistration inactive
Stuart Jeffries HenleyCRD 1368973 · Auburn, AL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Kenneth K JobsonCRD 5987955 · Scottsdale, AZ

IA RegisteredRegistration inactive

Disclosure event(s) on record
Monica A KaufmanCRD 2471533 · Mckinney, TX

IA RegisteredRegistration inactive
Hairold LopezCRD 6938384 · Yulee, FL

IA Registered
Alan Edward RosenfieldCRD 1129174 · Scottsdale, AZ

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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