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HARVEST FUND ADVISORS LLC
100 West Lancaster Avenue
Second Floor
Wayne, Pennsylvania 19087
Tel: 610-293-7800
About HARVEST FUND ADVISORS LLC
HARVEST FUND ADVISORS LLC, formally registered with the SEC as HARVEST FUND ADVISORS LLC. The firm was established in 08/31/2010. They have over 2 offices throughout the country.
HARVEST FUND ADVISORS LLC is a Wayne, Pennsylvania based Financial Planning firm with nearly $6,281,000,000 assets under management, offering retirement planning & investment advisory services to 244 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154425 |
| SEC# | 801-71791 |
| Assets Managed by Firm | $6,281,000,000 |
| No. of Clients | 244 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 244 | $6,281,000,000 |
| High net worth individuals | 213 | $330,000,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $330,000,000 |
| Charitable organizations | Fewer than 5 clients | $200,000,000 |
| Corporations or other businesses | Fewer than 5 clients | $50,000,000 |
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