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HARVEST INVESTMENT SERVICES, LLC
OAKBROOK TERRACE, IL
(630) 613-9230
SEC #801-79232Total AUM
$758.4M
Employees
38Clients
1,508Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 TRANSAM PLAZA DRIVE
SUITE 230
OAKBROOK TERRACE
IL 60181-4285
United States
SUITE 230
OAKBROOK TERRACE
IL 60181-4285
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(630) 613-9230
Other Offices
12
Financials
Total AUM
$758.4M
Accounts
3,427Discretionary
$758.4M
Accounts
3,427Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,316AUM
$248.1M
HNW Individual Clients
184AUM
$367.5M
Pooled Vehicle Clients
8AUM
$142.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAIAILINLAMAMINCNENJNVNYORPASCTNTXVAWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.