Overview
Assets Under Management: $144 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 70
Average Client Assets: $1.2 million
Frequently Asked Questions
HARVEST CAPITAL ADVISORS 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 #126150), HARVEST CAPITAL ADVISORS INC. is subject to fiduciary duty under federal law.
HARVEST CAPITAL ADVISORS INC. is headquartered in BELLEVUE, WA.
HARVEST CAPITAL ADVISORS INC. serves 70 high-net-worth clients according to their SEC filing dated November 16, 2018. View client details ↓
According to their SEC Form ADV, HARVEST CAPITAL ADVISORS INC. offers financial planning and portfolio management for individuals. View all service details ↓
HARVEST CAPITAL ADVISORS INC. manages $144 million in client assets according to their SEC filing dated November 16, 2018.
According to their SEC Form ADV, HARVEST CAPITAL ADVISORS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.27%
Average Client Assets: $1.2 million
Total Client Accounts: 598
Discretionary Accounts: 598
Regulatory Filings
CRD Number: 126150
Filing ID: 1249709
Last Filing Date: 2018-11-16 10:43:00