HARMONIC INVESTMENT ADVISORS

HARMONIC INVESTMENT ADVISORS is an SEC-registered investment adviser (CRD 148950). Regulatory assets under management: $18.9M.

Registration

• CRD: 148950
• Type: Registered investment adviser
• Phone: 208-921-8059
• Latest filing: 2025-03-31
• Regulatory AUM: $18.9M
• Discretionary AUM: $18.9M
• Clients: 1
• Accounts: 88

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148950 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search