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Building 2FINANCIAL HARVEST WEALTH ADVISORS

Map pinWINTER PARK, FL
Phone407-937-0707
NotebookSEC #801-112271
Total AUM
$557.4M
Employees
9
Clients
320

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1091 WEST MORSE BOULEVARD
SUITE 200
WINTER PARK
FL 32789
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
407-937-0707

ReceiptFinancials

Total AUM
$557.4M
Accounts
1,397
Discretionary
$557.3M
Accounts
1,395
Non-Discretionary
$108.2K
Accounts
2

ContactClients

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Individual Clients
151
AUM
$70M
HNW Individual Clients
169
AUM
$487.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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