Harmony Private Client Advisers - powered by Farther
Investment Management • 
4B Inverness Court East, Suite 250, United States • 1-10 Employees
Company overview
| Headquarters | 4B Inverness Court East, Suite 250, Englewood, Colorado 80112, US |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Insurance Services, Wealth Management, Investment Advisory Services |
| Founded | 2001 |
| Employees | 1-10 |
Key Contact at Harmony Private Client Advisers - powered by Farther
Roger Pierce
Associate Wealth Manger, Director of Investments
Harmony Private Client Advisers - powered by Farther Email Formats
Harmony Private Client Advisers - powered by Farther uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@harmonypca.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@harmonypca.com | 100% |
About Harmony Private Client Advisers - powered by Farther
Since 2001 Scott Sanford CFP®, CLU®, ChFC® and his team, Roger Pierce and Sherri Gilligan, have been providing comprehensive financial planning, investment advisory services, wealth management and insurance to businesses and individuals that want to make wise financial decisions. With Charles Schwab, Farther Finance Advisors, and a team approach, Harmony strives to offer the highest levels of fiduciary services and planning possible. Harmony Private Client Advisers offers investment Advisory Services through Vista Private Wealth Partners, LLC a separately SEC registered investment advisor. It is important that you do not use e-mail to request, authorize or effect the purchase or sale of any security or commodity, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed by Harmony Private Client Advisers. Harmony Private Client Advisers is not responsible for the marketability or price performance of any security. Stated security prices are subject to continual change without notice, and past performance is not a guarantee of future performance. The information contained in this email has been obtained from sources, which we believe to be reliable, but we do not guarantee its accuracy or completeness. The opinions expressed reflect the judgment of the author at this date and are subject to change without notice. Harmony Private Client Advisers and its officers, employees, affiliates and members of their families may make investments in any company or security mentioned before, after, or concurrently with the publication of this report. The information transmitted by this e-mail is intended only for the addressee and may contain confidential and/or privileged material. If you received this communication in error, please contact us immediately at (720) 490-4793, and delete the communication from any computer or network system.
Harmony Private Client Advisers - powered by Farther revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Harmony Private Client Advisers - powered by Farther has never raised funding before.
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