This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-16-2020
- Office Locations
- 1
Office Locations
About Harmony Road Advisors
Harmony Road Advisors is a Pennsylvania-registered RIA providing fiduciary financial and investment planning for individuals and families. The team combines CFP experience with private family business background, offers flexible engagement models, and coordinates with clients’ attorneys, tax and insurance professionals. Portfolio construction commonly uses mutual funds and ETFs, with custody available at Schwab or Merrill.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Geoffrey Charles Finch
Chief Executive Officer, Founding Partner
- CRD
- #7300603
- Ownership
- 50% but less than 75%
FRANK ROBERT COLLINS JR
Founding Partner
- CRD
- #703841
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,816,346 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,816,346 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing