Overview
Assets Under Management: $348 million
High-Net-Worth Clients: 255
Average Client Assets: $1 million
Frequently Asked Questions
SMARTHARVEST PORTFOLIOS 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 #334260), SMARTHARVEST PORTFOLIOS is subject to fiduciary duty under federal law.
SMARTHARVEST PORTFOLIOS serves 255 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, SMARTHARVEST PORTFOLIOS offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SMARTHARVEST PORTFOLIOS manages $348 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, SMARTHARVEST PORTFOLIOS 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: 255
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 255
Discretionary Accounts: 255
Regulatory Filings
CRD Number: 334260
Filing ID: 2055589
Last Filing Date: 2026-02-17 14:26:11