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Building 2HARVEST FINANCIAL GROUP, LLC

Map pinRICHMOND, VA
Phone804-788-4100
NotebookSEC #801-80117
Total AUM
$75.1M
Employees
1
Clients
402

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9003 QUIOCCASIN ROAD
SUITE 200
RICHMOND
VA 23229
United States
Operating Hours
9-5
Monday - Friday
Phone
804-788-4100

ReceiptFinancials

Total AUM
$75.1M
Accounts
793
Discretionary
$74.5M
Accounts
784
Non-Discretionary
$567.6K
Accounts
9

ContactClients

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Individual Clients
372
AUM
$67.7M
HNW Individual Clients
5
AUM
$6.8M
Investment Advisor Clients
25
AUM
$577.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISORS

Shield checkCompliance

Disclosures
Court Violation FindingOther Regulator Order (Past 10 Years)
State Registrations
CAVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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