Overview
Assets Under Management: $451 million
Headquarters: WINTER PARK, FL
High-Net-Worth Clients: 151
Average Client Assets: $3 million
Frequently Asked Questions
FINANCIAL HARVEST, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148271), FINANCIAL HARVEST, LLC is subject to fiduciary duty under federal law.
FINANCIAL HARVEST, LLC is headquartered in WINTER PARK, FL.
FINANCIAL HARVEST, LLC serves 151 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL HARVEST, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FINANCIAL HARVEST, LLC manages $451 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, FINANCIAL HARVEST, LLC serves high-net-worth individuals. View client details ↓
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