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Building 2HARVEST INVESTMENT ADVISORS, LLC

Map pin
Phone8508934414
NotebookSEC #801-121340
Total AUM
$200.3M
Employees
2
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
APPOINTMENT ONLY
Phone
8508934414

ReceiptFinancials

Total AUM
$200.3M
Accounts
280
Discretionary
$198.2M
Accounts
270
Non-Discretionary
$2.1M
Accounts
10

ContactClients

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Individual Clients
79
AUM
$26M
HNW Individual Clients
43
AUM
$173M
Charitable Organization Clients
3
AUM
$1.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGATX

HandshakeAffiliates

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

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