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Harmon Financial Advisors, Inc.

Harmon Financial Advisors, Inc.. CRD 155345

H

CRD: 155345

Harmon Financial Advisors, Inc.

Flowood, MS, 39232
6019557554
www.harmonfa.com
$16.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
8 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
SEI · Vanguard
Clients
Retail and Institutional
Platforms
Focus
Established Date
02-23-2011
Office Locations
2

Office Locations

10 Canebrake Blvd. Suite 110-10 Flowood MS
735 Avignon Drive Suite 1 Ridgeland MS

About Harmon Financial Advisors, Inc.

Harmon Financial Advisors, Inc. is a fee-only Registered Investment Advisor delivering comprehensive financial planning and asset management for clients’ full financial lives, including major personal and business decisions with ongoing structure and accountability. Investment work focuses on risk-aware asset allocation and can span traditional funds and alternatives. The firm’s relationship with SEI Private Trust Company (and Vanguard) is a key implementation/custody detail for distribution teams.

Team overview

-- AVG AGE
$8.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
14.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Prime pioneer Fusion

Custodian

Beacon catalyst North pathway Capital

Investment Themes

Alpha Catalyst

Investment Vehicles

Bridge

Platform

Value

Services

Prime Capital alpha Element Element focus Insight prime Meridian Unison summit Bridge

Technology

Zenith unison

Owner & Executives

WILLIAM PATRICK HARMON

WILLIAM PATRICK HARMON

Financial Advisor, General Partner

CRD
#2670444
Ownership
75% or more
(523) 396-7727
harbor.legacy@ridgecapital.com
in linkedin.com/in/beacon-focus

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Contacts

M

MITCHELL CLINT BROWN

--

CRD
#4916063
(435) 925-6614
alpha.capital@momentumcapital.com
in linkedin.com/in/timber-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $16,388,917 --
Total $16,388,917 --

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Separately Managed Accounts

Total SMA Asset: $16,388,917

$16.4M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $4,260,164,018 100.0%
Total $4,260,164,018 100.0%

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