HARVEST INVESTMENT SERVICES, LLC

1 Transam Plaza Drive
Suite 230
Oakbrook Terrace, Illinois 60181-4285
Tel: (630) 613-9230

About HARVEST INVESTMENT SERVICES, LLC

HARVEST INVESTMENT SERVICES, LLC, formally registered with the SEC as HARVEST INVESTMENT SERVICES, LLC. The firm was established in 02/24/2014. They have over 10 offices throughout the country.

HARVEST INVESTMENT SERVICES, LLC is a Oakbrook Terrace, Illinois based Financial Planning firm with nearly $281,661,252 assets under management, offering retirement planning & investment advisory services to 2862 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159390
SEC#	801-79232
Assets Managed by Firm	$281,661,252
No. of Clients	2862
No. of Advisors	28

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2862	$281,661,252
Individuals (other than high net worth individuals)	1102	$140,882,290
High net worth individuals	93	$140,778,962

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