Dale
Boettcher
Harmony Asset Management LLC
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About this Advisor
Dale Boettcher is a financial advisor who works in Scottsdale, Arizona who has 5 years of relevant experience. Boettcher works at Harmony Asset Management LLC. During their career, the advisor has held roles at Morgan Stanley & Co., Inc, Paver Solutions, Great Lakes & Atlantic Wealth Management, American Wealth Management, Inc and Harmony Asset Management LLC. Boettcher maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Arizona and Florida. Harmony Asset Management LLC is a registered investment business that has its headquarters in Scottsdale, AZ. The firm has offices in two locations and a total of nine advisors. It controls $314 million in assets under management across its 458 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 458 accounts, 50% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Harmony Asset Management LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on the type of financial services provided. Fees billed by Harmony Asset Management LLC likely include some combination 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
Dale Boettcher Work History
Dale has been registered as a financial advisor for 5 years.*
Harmony Asset Management LLC
American Wealth Management, Inc
Great Lakes & Atlantic Wealth Management
Paver Solutions
Morgan Stanley & Co., Inc
*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 Dale Boettcher 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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