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HARMONY POINT WEALTH ADVISORS, INC.

Tel: 888-391-7378
18872 Macarthur Blvd
Suite 410
Irvine, California  92614

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HARMONY POINT WEALTH ADVISORS, INC.

HARMONY POINT WEALTH ADVISORS, INC. is a Irvine, California based financial advisory firm with nearly $244,387,828 in assets under management and provides investment advisory services for 704 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

323643

SEC#:

801-126832

No. of Clients:

704

Assets under Management

$244,387,828

No. of Advisors:

2

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