4 North Park Drive
Ste 510
Hunt Valley, Maryland 21030
Tel: 410-561-9040
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110258 |
SEC# | 801-31445 |
Assets Managed by Firm | $491,645,013 |
No. of Clients | 1046 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1046 | $491,645,013 |
Individuals (other than high net worth individuals) | 765 | $155,937,809 |
High net worth individuals | 260 | $307,381,805 |
Pension and profit sharing plans | 3 | $3,639,679 |
Charitable organizations | 13 | $22,278,795 |
Corporations or other businesses | 5 | $2,406,925 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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