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HARVEST INVESTMENT CONSULTANTS LLC

4 North Park Drive
Ste 510
Hunt Valley, Maryland 21030
Tel: 410-561-9040

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About HARVEST INVESTMENT CONSULTANTS LLC

HARVEST INVESTMENT CONSULTANTS LLC, formally registered with the SEC as HARVEST INVESTMENT CONSULTANTS LLC. The firm was established in 02/19/1988. They have over 1 offices throughout the country.

HARVEST INVESTMENT CONSULTANTS LLC is a Hunt Valley, Maryland based Financial Planning firm with nearly $491,645,013 assets under management, offering retirement planning & investment advisory services to 1046 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110258
SEC#801-31445
Assets Managed by Firm$491,645,013
No. of Clients1046
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1046$491,645,013
Individuals (other than high net worth individuals)765$155,937,809
High net worth individuals260$307,381,805
Pension and profit sharing plans3$3,639,679
Charitable organizations13$22,278,795
Corporations or other businesses5$2,406,925

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