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Building 2HARVEST CAPITAL ASSETS, LLC

Map pin
Phone(716)-597-8372
NotebookSEC #801-121485
Total AUM
$72M
Employees
3
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM-5:00PM
MONDAY - SATURDAY
Phone
(716)-597-8372
Other Offices
1

ReceiptFinancials

Total AUM
$72M
Accounts
305
Discretionary
$72M
Accounts
305
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
237
AUM
$26.7M
HNW Individual Clients
9
AUM
$45M
Pension/Profit Sharing Plan Clients
1
AUM
$300K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SUB ADVISORY

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNYSCTX

HandshakeAffiliates

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

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