Overview
Assets Under Management: $451 million
Headquarters: WINTER PARK, FL
High-Net-Worth Clients: 151
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 151
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,230
Discretionary Accounts: 1,228
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 148271
Last Filing Date: 2025-02-24 00:00:00
Website: https://financialharvest.com