Overview
Assets Under Management: $629 million
Headquarters: SHERIDAN, WY
High-Net-Worth Clients: 208
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 208
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.71
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,439
Discretionary Accounts: 1,431
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 145090
Last Filing Date: 2025-02-12 00:00:00
Website: https://harfst.com