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FINANCIAL HARVEST WEALTH ADVISORS
1091 West Morse Boulevard
Suite 200
Winter Park, Florida 32789
Tel: 407-937-0707
About FINANCIAL HARVEST WEALTH ADVISORS
FINANCIAL HARVEST WEALTH ADVISORS, formally registered with the SEC as FINANCIAL HARVEST WEALTH ADVISORS. The firm was established in 01/02/2018. They have over 1 offices throughout the country.
FINANCIAL HARVEST WEALTH ADVISORS is a Winter Park, Florida based Financial Planning firm with nearly $451,046,673 assets under management, offering retirement planning & investment advisory services to 1230 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148271 |
| SEC# | 801-112271 |
| Assets Managed by Firm | $451,046,673 |
| No. of Clients | 1230 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1230 | $451,046,673 |
| Individuals (other than high net worth individuals) | 131 | $58,046,531 |
| High net worth individuals | 151 | $393,000,142 |
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