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Harvest Financial Advisors, LLC

● SEC registered since 2007CRD 145552SEC# 801-68507West Chester, OH
Export (members)
Reg. AUM
$582.6M
Employees
9
Accounts
1,295
Location
West Chester, OH

Harvest Financial Advisors, LLC assets under management

Harvest Financial Advisors, LLC is an SEC-registered investment adviser based in West Chester, OH. The firm has been registered since 2007. It reports $582.6 million in regulatory assets under management and employs 9 people.
harvest-advisor.comView on SEC.gov ↗

Harvest Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Marc Erle Henn ControlCeo/Chief Compliance OfficerOver 75%2007
Paul E. Burgdorf ControlChief Operating Officer25-50%2022

Frequently asked questions

How much does Harvest Financial Advisors, LLC manage?

Harvest Financial Advisors, LLC reports $582.6 million in regulatory assets under management on its Form ADV.

How many employees does Harvest Financial Advisors, LLC have?

Harvest Financial Advisors, LLC reports 9 employees.

Where is Harvest Financial Advisors, LLC located?

Harvest Financial Advisors, LLC is based in West Chester, OH and has been SEC-registered since 2007.

Does Harvest Financial Advisors, LLC disclose fund performance?

Harvest Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8840 Cincinnati-Dayton Road, West Chester, OH 45069
Phone513-779-3030
Fax888-779-4033
Office hours8:30 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$560M
Non-discretionary$22.7M
Total (RAUM)$582.6M