Harmonic Investment Management, Inc. is a large advisory firm based in Memphis. It manages $94.65 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Tennessee.
Harmonic Investment Management provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Harmonic Investment Management, Inc. is $94.65 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Harmonic Investment Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Colleen Marie Mitchell has been acting as President since 1 Jun 2000. Gregory Joel Casals joined the executive team most recently as the Senior Vice President.
The principal office where Harmonic Investment Management, Inc. performs its advisory services is located at Brinkley Plaza, 80 Monroe Avenue, Memphis, TN 38103, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 901-522-8282 or by fax 646-304-3453. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.harmonicfunds.com.