THE HARVEST GROUP
Total AUM
$185.8M
Employees
7Clients
276Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
800 SOUTH STREET
SUITE 350
WALTHAM
MA 02453
United States
SUITE 350
WALTHAM
MA 02453
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(781) 996-3300
Other Offices
1
Financials
Total AUM
$185.8M
Accounts
649Discretionary
$185.8M
Accounts
649Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
206AUM
$94.9M
HNW Individual Clients
69AUM
$89.4M
Corporation or Business Clients
1AUM
$1.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZFLMANCNHRI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.