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Building 2HARVEST FINANCIAL ADVISORS, LLC

Map pinWEST CHESTER, OH
Phone513-779-3030
NotebookSEC #801-68507
Total AUM
$671M
Employees
9
Clients
442

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8840 CINCINNATI-DAYTON ROAD
WEST CHESTER
OH 45069
United States
Operating Hours
8:30 AM TO 5 PM
Monday - Friday
Phone
513-779-3030

ReceiptFinancials

Total AUM
$671M
Accounts
1,398
Discretionary
$481.2M
Accounts
1,382
Non-Discretionary
$189.9M
Accounts
16

ContactClients

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Individual Clients
421
AUM
$481.2M
HNW Individual Clients
21
AUM
$189.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYNEOHPATXVA

HandshakeAffiliates

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

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