Harmont Fixed Income, LLC
Firm details
- Headquarters
- ,
- CRD number
- 321151
- Registered since
- December 4, 2024
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harmont Fixed Income, LLC is an institutional registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration year 2024) and describes its primary advisory activity as portfolio management for businesses or institutional clients. Its fee arrangements include both a percentage-of-AUM structure and fixed fees. The firm identifies a fixed-income preference and does not position itself as an ESG-focused manager; it is not a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds56%
- State & Local Bonds22%
- Investment Grade Corp Bonds21%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
William Smith
Managing Member And Chief Compliance OfficerCRD 5671373
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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