Investment adviser · CRD 159276
WWW.401HARMONY.COM
Investment adviser filing (IA)
401HARMONY LLC
· Form ADV filed Mar 28, 2016
- Employees
- 1 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Subscription · Fixed
Principal office
CRD 159276
Filing source
Form ADV 1000848 · Mar 28, 2016 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.