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Harfst and Associates, Inc.

● SEC registered since 2010CRD 145090SEC# 801-71661Sheridan, WY
Export (members)
Reg. AUM
$721.7M
Employees
7
Accounts
1,531
Location
Sheridan, WY

Harfst and Associates, Inc. assets under management

Harfst and Associates, Inc. operates as an SEC-registered investment adviser based in Sheridan, WY. The firm has been registered since 2010. It reports $721.7 million in regulatory assets under management and employs 7 people.
www.harfstandassociates.comView on SEC.gov ↗

Harfst and Associates, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Danette Josephine Harfst ControlChief Operating Officer10-25%2010
Robby Dean Harfst ControlPresident/Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Harfst and Associates, Inc. manage?

Harfst and Associates, Inc. reports $721.7 million in regulatory assets under management on its Form ADV.

How many employees does Harfst and Associates, Inc. have?

Harfst and Associates, Inc. reports 7 employees.

Where is Harfst and Associates, Inc. located?

Harfst and Associates, Inc. is based in Sheridan, WY and has been SEC-registered since 2010.

Does Harfst and Associates, Inc. disclose fund performance?

Harfst and Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1949 Sugarland Drive, #220, Sheridan, WY 82801
Phone307-218-5667
Fax541-488-0599
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$721.7M
Non-discretionary$28K
Total (RAUM)$721.7M