Overview
Assets Under Management: $217 million
Headquarters: NORWALK, CT
High-Net-Worth Clients: 61
Average Client Assets: $3.2 million
Frequently Asked Questions
HARVEST VOLATILITY MANAGEMENT, 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 #146869), HARVEST VOLATILITY MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HARVEST VOLATILITY MANAGEMENT, LLC is headquartered in NORWALK, CT.
HARVEST VOLATILITY MANAGEMENT, LLC serves 61 high-net-worth clients according to their SEC filing dated October 11, 2024. View client details ↓
According to their SEC Form ADV, HARVEST VOLATILITY MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
HARVEST VOLATILITY MANAGEMENT, LLC manages $217 million in client assets according to their SEC filing dated October 11, 2024.
According to their SEC Form ADV, HARVEST VOLATILITY MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.34%
Average Client Assets: $3.2 million
Total Client Accounts: 64
Discretionary Accounts: 64
Regulatory Filings
CRD Number: 146869
Filing ID: 1903837
Last Filing Date: 2024-10-11 18:26:00