Overview
Assets Under Management: $722 million
Headquarters: SHERIDAN, WY
High-Net-Worth Clients: 208
Average Client Assets: $3 million
Frequently Asked Questions
HARFST AND ASSOCIATES, INC. 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 #145090), HARFST AND ASSOCIATES, INC. is subject to fiduciary duty under federal law.
HARFST AND ASSOCIATES, INC. is headquartered in SHERIDAN, WY.
HARFST AND ASSOCIATES, INC. serves 208 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, HARFST AND ASSOCIATES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
HARFST AND ASSOCIATES, INC. manages $722 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, HARFST AND ASSOCIATES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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: 1,531
Discretionary Accounts: 1,530
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 145090
Filing ID: 2025579
Last Filing Date: 2025-11-04 13:26:26
Website: 1