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HARVEST FINANCIAL PARTNERS, LLC
PAOLI, PA
610-240-4740
SEC #801-68855Total AUM
$2.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
159 LANCASTER AVENUE
SUITE THREE
PAOLI
PA 19301
USA
SUITE THREE
PAOLI
PA 19301
USA
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
610-240-4740
Financials
Total AUM
$2.5M
Accounts
14Discretionary
$2.5M
Accounts
14Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NHPA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.