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Home > Retirement Planners > wyoming > sheridan > HARFST AND ASSOCIATES, INC.
HARFST AND ASSOCIATES, INC.
1949 Sugarland Drive
#220
Sheridan, Wyoming 82801
Tel: 307-218-5667
About HARFST AND ASSOCIATES, INC.
HARFST AND ASSOCIATES, INC, formally registered with the SEC as HARFST AND ASSOCIATES, INC. The firm was established in 07/21/2010. They have over 2 offices throughout the country.
HARFST AND ASSOCIATES, INC. is a Sheridan, Wyoming based Financial Planning firm with nearly $629,484,951 assets under management, offering retirement planning & investment advisory services to 1439 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145090 |
| SEC# | 801-71661 |
| Assets Managed by Firm | $629,484,951 |
| No. of Clients | 1439 |
| No. of Advisors | 3 |
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 businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1439 | $629,484,951 |
| Individuals (other than high net worth individuals) | 225 | $16,238,969 |
| High net worth individuals | 187 | $534,511,856 |
| Pension and profit sharing plans | 69 | $35,225,582 |
| Charitable organizations | 17 | $42,706,186 |
| Corporations or other businesses | 2 | $802,358 |
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|---|---|---|---|
| $18,432,519,674 | 20 | 25 | |
| $5,345,412,024 | 33513 | 47 | |
| $869,628,401 | 7 | 4 | |
| $851,813,961 | 24 | 7 | |
| $833,053,514 | 3 | 12 |
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