HARVEY PARTNERS, LLC

120 White Plains Road
Tarrytown, New York 10591
Tel: 212-782-3740

About HARVEY PARTNERS, LLC

HARVEY PARTNERS, LLC, formally registered with the SEC as HARVEY PARTNERS, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

HARVEY PARTNERS, LLC is a Tarrytown, New York based Financial Planning firm with nearly $978,704,000 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160681
SEC#	801-73395
Assets Managed by Firm	$978,704,000
No. of Clients	7
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$978,704,000
Pension and profit sharing plans	3	$846,135,000

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