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Michael Smith Aloian

Harmony Asset Management LLC

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About Michael Smith Aloian

Michael Aloian is an Investment Advisor Representative associated with Harmony Asset Management LLC. Michael has been in the industry since 2006. Michael holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. The firm's main office is located in Scottsdale, Arizona. Michael's specializations include Financial Planning, selection of other advisors, portfolio management for individuals and portfolio management for businesses.

Firm Information

Michael Aloian is currently registered with Harmony Asset Management LLC. Harmony Asset Management LLC is an investment advisor based in Scottsdale, Arizona. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Harmony manages approximately $356.2 million in assets for 481 clients. They have 2 licensed agents and 7 investment advisor representatives. The firm specializes in serving high-net-worth individuals, corporations, and foundations.
Harmony Asset Management LLC

15169 N. SCOTTSDALE ROAD

SCOTTSDALE, AZ 85254

$356.17M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Aloian’s Registration & Firm History

AZ

01/21/2022 - Present

Harmony Asset Management LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 01/31/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Smith Aloian.
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