HARVEST ASSET GROUP, LLC
  • HARVEST ASSET GROUP, LLC
  • HARVEST ASSET GROUP

Adviser Profile

As of Date 01/05/2024
Registration status Terminated
ADV Location PORTLAND, ME, United States
Contact Info 207 xxxxxxx
Websites
AUM* 107,250,131
of that, discretionary 107,250,131
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 344,856
% High Net Worth 46.84%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

107M 92M 77M 61M 46M 31M 15M
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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