Stephen Paul Harro
Advisor at Income Management Company — Idledale, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
45 years
Location
Idledale, CO
Income Management Company
Independent
Total advisors
1Clients per advisor
20 TypicalAvg AUM per client
$531,656 TypicalHNW client ratio
0% LowStephen Harro is a financial advisor with Income Management Company in Idledale, Colorado, holding a Series 63 designation and over 44 years of industry experience. He has worked at Cales Investments, Inc. since 2012 and has been with Income Management Corp. since 1986, where he also serves as president. Income Management Company provides discretionary portfolio management focused on mutual funds and variable annuity subaccounts for individuals, high-net-worth clients, IRAs, trusts, and certain corporate pension and profit-sharing plans. The firm offers three predefined investment strategies—Bond, Balanced, and Growth—and employs tactical reallocations within mutual fund families or variable annuities to align with clients’ objectives and risk profiles.
$0 - $250,000: 1.5% Annually $250,000+: 1.0% Annually
Fee-only: Asset management fees charged as a percentage of assets under management, billed quarterly in advance.
Idledale, CO
Idledale CO
Advisors at this office
1
Colorado
45 years of industry experience
Cales Investments, Inc.
2012 - Present • 14 years
Denver, CO
Income Management Corp.
1986 - Present • 40 years
Idledale, CO
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