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Building 2HARVEST CAPITAL ADVISORS INC.

Map pinBELLEVUE, WA
Phone425-827-6236
NotebookSEC #801-61928
Total AUM
$74.1M
Employees
2
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11000 NE 33RD PLACE
SUITE 301
BELLEVUE
WA 98004
United States
Operating Hours
8AM TO 4:30PM
Monday - Friday
Phone
425-827-6236

ReceiptFinancials

Total AUM
$74.1M
Accounts
392
Discretionary
$74.1M
Accounts
392
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
124
AUM
$41M
HNW Individual Clients
23
AUM
$33.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IDLAORTXWA

HandshakeAffiliates

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

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