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Harvest Investment Services, LLC

● SEC registered since 2014CRD 159390SEC# 801-79232Oakbrook Terrace, IL
Export (members)
Reg. AUM
$534.2M
Employees
32
Accounts
3,335
Location
Oakbrook Terrace, IL

Harvest Investment Services, LLC assets under management

Harvest Investment Services, LLC operates as an SEC-registered investment adviser based in Oakbrook Terrace, IL. The firm has been registered since 2014. It reports $534.2 million in regulatory assets under management and employs 32 people.
www.linkedin.com/company/harvest-investment-services-llcView on SEC.gov ↗

Harvest Investment Services, LLC owners & executives

5 reported
NameTitleOwnershipSince
Harvest Financial Planning, LLC ControlOwner50-75%2011
John K Alyo ControlCio10-25%2011
Scott Allen Bradtmiller ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Harvest Investment Services, LLC manage?

Harvest Investment Services, LLC reports $534.2 million in regulatory assets under management on its Form ADV.

How many employees does Harvest Investment Services, LLC have?

Harvest Investment Services, LLC reports 32 employees.

Where is Harvest Investment Services, LLC located?

Harvest Investment Services, LLC is based in Oakbrook Terrace, IL and has been SEC-registered since 2014.

Does Harvest Investment Services, LLC disclose fund performance?

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

Contact & registration

Address1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181-4285
Phone(630) 613-9230
Fax(630) 333-4091
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
CIK1591097
Discloses disciplinary historyNo

Assets under management

Discretionary$534.2M
Non-discretionary$0
Total (RAUM)$534.2M