HARVEY CAPITAL MANAGEMENT INC

400 Royal Palm Way
Suite 400
Palm Beach, Florida 33480-4117
Tel: 561-804-9181

About HARVEY CAPITAL MANAGEMENT INC

HARVEY CAPITAL MANAGEMENT INC, formally registered with the SEC as HARVEY CAPITAL MANAGEMENT INC. The firm was established in 05/28/1996. They have over 1 offices throughout the country.

HARVEY CAPITAL MANAGEMENT INC is a Palm Beach, Florida based Financial Planning firm with nearly $425,840,369 assets under management, offering retirement planning & investment advisory services to 175 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106224
SEC#	801-52027
Assets Managed by Firm	$425,840,369
No. of Clients	175
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	175	$425,840,369
Individuals (other than high net worth individuals)	80	$36,327,405
High net worth individuals	84	$351,352,197
Pension and profit sharing plans	1	$232,376
Charitable organizations	7	$28,205,067
Corporations or other businesses	3	$9,723,324

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