Harvard Avenue Investment Advisory
Firm details
- Headquarters
- ,
- CRD number
- 291787
- Website
- www.harvardave.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals50.69%
- HNWI49.31%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Harvard Avenue Investment Advisory is an independent RIA that serves individuals and families, charging fees as a percentage of assets under management. The firm’s client work centers on financial planning, discretionary portfolio management for individuals and small businesses, and running educational seminars or workshops. It is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser according to the available information.
Assets & Accounts
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
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Jered Skousen
Investment AdvisorCRD 5134979
Adam Skousen
Investment AdvisorCRD 7628991
David Shelton
Registered Investment AdvisorCRD 8300810
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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