$18.9M Total AUM
$18.9M Disc. AUM
-- 3Y CAGR
1 Employees
88 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-09-2008
- Office Locations
- 1
Office Locations
-- Boise ID
About Harmonic Investment Advisors
Harmonic Investment Advisors is a Boise-based RIA. The firm has been operating for 17 years. Managing $18.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Business Succession, Portfolio Construction.
Team overview
60 AVG AGE
$18.9M AVG AUM / ADVISOR
$214.9K AVG AUM / CLIENT
17.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Vertex Summit Wave value
Investment Themes
Vertex Pathway optima
Investment Vehicles
Legacy
Services
Wave Timber Insight
Owner & Executives
K
KEVIN ALAN JONES
Investment Advisor, PRINCIPAL
- CRD
- #1808087
- Ownership
- 75% or more
(822) 665-4824
delta.bridge@peakcapital.com
in linkedin.com/in/oak-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,909,701 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,909,701 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,909,701
Equity - Exchange:
38.7% Cash:
61.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,594,291,631 | 38.7% |
| Cash | $2,525,324,987 | 61.3% |
| Total | $4,119,616,618 | 100.0% |