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Building 2HARVEST CAPITAL MANAGEMENT INC

Map pinCONCORD, NH
Phone603-224-6994
NotebookSEC #801-50107
Total AUM
$650.7M
Employees
9
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 SOUTH MAIN STREET
SUITE 501
CONCORD
NH 03301
United States
Operating Hours
9:00 - 4:00
Monday - Friday
Phone
603-224-6994

ReceiptFinancials

Total AUM
$650.7M
Accounts
730
Discretionary
$650.7M
Accounts
730
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
76
AUM
$31.6M
HNW Individual Clients
139
AUM
$592.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Charitable Organization Clients
13
AUM
$17M
Other Clients
1
AUM
$7.8M
Description of Other Clients
ASSOCIATION

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMENHNYTX

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

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