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HARVEST INVESTMENT CONSULTANTS LLC
HUNT VALLEY, MD
410-561-9040
SEC #801-31445Total AUM
$549M
Employees
12Clients
1,042Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4 NORTH PARK DRIVE
STE 510
HUNT VALLEY
MD 21030
United States
STE 510
HUNT VALLEY
MD 21030
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
410-561-9040
Financials
Total AUM
$549M
Accounts
1,915Discretionary
$549M
Accounts
1,915Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
768AUM
$187.8M
HNW Individual Clients
247AUM
$334.9M
Pension/Profit Sharing Plan Clients
1AUM
$1.3M
Charitable Organization Clients
14AUM
$23.3M
Corporation or Business Clients
5AUM
$1.9M
Other Clients
7AUM
$0
Description of Other Clients
NON-REGULATORY ADVISORY CLIENTS
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCADCDEFLLAMDNCNJNYPASCTXVAWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.