Harfst and Associates, Inc.
Firm details
- Headquarters
- Sheridan, Wyoming
- CRD number
- 145090
- Registered since
- July 21, 2010
- Website
- www.harfstandassociates.com
- Custodians
- CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.55%
- Individuals14.57%
- Charitable Organizations7.43%
- Pension & Profit Sharing Plans1.8%
- Corporations / Businesses0.65%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Harfst and Associates, Inc. is an independent registered investment adviser that has been SEC-registered since 2010. The firm is owned by an individual principal and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and pension consulting services. The firm charges clients via a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Harfst was recognized by Citywire in its "50 Growers Across America" lists in both 2022 and 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Public Funds/Mutual Funds44%
- US Government Bonds7%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
1 of 1
Danette Harfst
COO & PrincipalCRD 6026186
Contacts
2 of 2
Michelle Stallsworth
Relationship ManagerCRD 7212388

Robby Harfst
Financial AdvisorCRD 2319056
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$259M in ETFs
72%
$187M
27%
$71.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $74M | 96,679 | 28.60% |
Location
Sheridan, WY
Sheridan
Location
Sheridan, WY
Headquartered in Sheridan, WY, in the West of the United States.
- Region
- West
- County
- Sheridan
- Address
- 1949 Sugarland Dr
- Time zone
- MT (UTC-7)
- Office locations
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