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Building 2HARVEST FINANCIAL PARTNERS

Map pinPAOLI, PA
Phone610-240-4740
NotebookSEC #801-117513
Total AUM
$148.8M
Employees
2
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
159 LANCASTER AVENUE
SUITE THREE
PAOLI
PA 19301-1782
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
610-240-4740

ReceiptFinancials

Total AUM
$148.8M
Accounts
383
Discretionary
$146.4M
Accounts
380
Non-Discretionary
$2.4M
Accounts
3

ContactClients

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Individual Clients
98
AUM
$30.1M
HNW Individual Clients
49
AUM
$109.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Charitable Organization Clients
1
AUM
$2.5M
Other Clients
1
AUM
$5.4M
Description of Other Clients
VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION AND A RELATED TRUST

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCADEFLMDNYPA

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

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