HARVEST FINANCIAL ADVISORS, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
HUNTINGTON BEACH, California
CRD number
137527
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Harvest Financial Advisors, Inc. operates as a corporation that functions primarily as a selector of other advisers and as a capital allocator. The firm is owner-operated (individual ownership) and takes a delegated approach to portfolio construction: rather than running large in-house investment platforms, it evaluates and places client capital with external managers. Harvest Financial Advisors is not identified as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant. The firm’s fee model is listed as “other,” which suggests non-standard billing arrangements (for example, retainers, project fees or bundled services) rather than a simple AUM percentage. An industry affiliation with accounting professionals indicates it may work closely with accountants to coordinate wealth planning and manager selection for clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • STEPHEN PRICHARD

    PresidentCRD 5043398

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HUNTINGTON BEACH, CA

ORANGE

Location

HUNTINGTON BEACH, CA

Headquartered in HUNTINGTON BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
5882 Bolsa Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth