Hairold
Lopez
Harmony Asset Management LLC
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About this Advisor
Hairold Lopez is a financial advisor working in Scottsdale, Arizona who has 5 years of relevant experience. Lopez currently works for Harmony Asset Management LLC. During their career, Lopez has held roles at Harmony Asset Management, Thunderbird School Of Global Management, Phillips 66, Santa Cruz Bio Technology, Arizona State University, Intel Corporation, University Of Colorado-Denver and Santa Cruz Biotechnology. Lopez maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Arizona. Harmony Asset Management LLC is a financial advisory firm that has its headquarters in Scottsdale, AZ. The firm has offices in two locations and a total of nine people on staff. It has $314 million in total assets across its 458 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 458 accounts, 50% are held by high-net-worth clients who have more than $1 million in assets. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees depend on the services. However, fee types billed by Harmony Asset Management LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harmony Asset Management LLC Brokerage Details
$313,866,421
9
458
$685,298
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Hairold Lopez Work History
Hairold has been registered as a financial advisor for 5 years.*
Harmony Asset Management
Intel Corporation
Intel Corporation
Thunderbird School Of Global Management
Phillips 66
Santa Cruz Bio Technology
University Of Colorado-Denver
Santa Cruz Biotechnology
Arizona State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hairold Lopez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Harmony Asset Management LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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