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Building 2HARVEST ASSET GROUP, LLC

Map pinPORTLAND, ME
Phone207-775-1151
NotebookSEC #801-124896
Total AUM
$107.3M
Employees
2
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 MONUMENT SQUARE
SUITE 3E
PORTLAND
ME 04101
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
207-775-1151

ReceiptFinancials

Total AUM
$107.3M
Accounts
311
Discretionary
$107.3M
Accounts
311
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$19.3M
HNW Individual Clients
37
AUM
$88M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
METX

HandshakeAffiliates

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

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