Overview
Assets Under Management: $186 million
Headquarters: WALTHAM, MA
High-Net-Worth Clients: 69
Average Client Assets: $1.3 million
Frequently Asked Questions
THE HARVEST GROUP 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 #283572), THE HARVEST GROUP is subject to fiduciary duty under federal law.
THE HARVEST GROUP is headquartered in WALTHAM, MA.
THE HARVEST GROUP serves 69 high-net-worth clients according to their SEC filing dated April 26, 2023. View client details ↓
According to their SEC Form ADV, THE HARVEST GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
THE HARVEST GROUP manages $186 million in client assets according to their SEC filing dated April 26, 2023.
According to their SEC Form ADV, THE HARVEST GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.13%
Average Client Assets: $1.3 million
Total Client Accounts: 649
Discretionary Accounts: 649
Regulatory Filings
CRD Number: 283572
Filing ID: 1756760
Last Filing Date: 2023-04-26 13:26:00