Harvest Financial Partners
Firm details
- Headquarters
- Paoli, Pennsylvania
- CRD number
- 146162
- Registered since
- October 24, 2019
- Website
- harvestfinancialpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.57%
- Individuals20.19%
- Other3.62%
- Charitable Organizations1.68%
- Pension & Profit Sharing Plans0.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Harvest Financial Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm is individually owned and serves mainly individual and family clients. Its advisory menu centers on financial planning and portfolio management across individuals, small businesses and institutional/business clients, and it also provides pension consulting services. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Harvest does not identify as an active ESG investor nor as a multi-state or capital-allocating adviser in its filings.
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 Equities49%
- Public Funds/Mutual Funds18%
- Investment Grade Corp Bonds15%
- US Government Bonds11%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1
James Wright
Chief Investment OfficerCRD 2470758
Contacts
1 of 1
John Fattibene
Director of Financial PlanningCRD 1441984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Paoli, PA
Chester
Location
Paoli, PA
Headquartered in Paoli, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 159 W Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Valen Private Capital, LLC
RIAPaoli, PA
Northeast Advisers, Inc.
RIAPaoli, PA
Falco Wealth Management
RIAPaoli, PA
Paoli Financial Advisors, Ltd.
RIAPaoli, PA
Deluca Financial Planning
RIAPaoli, PA
Wagner Wealth Management, Corp.
RIAConyngham, PA