HARVEST INVESTMENT CONSULTANTS LLC

RIASEC RegisteredEst. 1988
Total AUM
$549M
Discretionary
$549M
100% of AUM
Avg account
$287K
Accounts
1,915
Employees
12
Advisory reps
6

Firm details

Headquarters
HUNT VALLEY, Maryland
CRD number
110258
Registered since
February 19, 1988
Website
www.harvestinvestment.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI61%
  • Individuals34.2%
  • Charitable Organizations4.24%
  • Corporations / Businesses0.34%
  • Pension & Profit Sharing Plans0.23%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Harvest Investment Consultants LLC is an independent registered investment adviser founded in 1988 and organized as an LLC with individual ownership. The firm serves both individual and family clients as well as institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is a mix of percentage-of-assets, hourly fees, and fixed fees. Harvest does not identify as an active ESG investor, is not a capital allocator, and is not registered as a multi-state adviser. The firm lists an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Cash & Cash Equivalents 12%, Exchange Traded Equities 6%, US Government Bonds 1%80%
  • Public Funds/Mutual Funds80%
  • Cash & Cash Equivalents12%
  • Exchange Traded Equities6%
  • US Government Bonds1%

Owners & executives

1 of 1

  • TINA GALLO

    Chief Compliance OfficerCRD 6310471

Contacts

3 of 5

  • DONNA ZIDWICK

    PartnerCRD 5592177

  • MARK PALLACK

    Partner, Investment Advisor RepresentativeCRD 4280367

  • BENJAMIN LAUBACH

    Investment Advisor RepresentativeCRD 8177826

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HUNT VALLEY, MD

BALTIMORE

Location

HUNT VALLEY, MD

Headquartered in HUNT VALLEY, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE
Address
4 North Park Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

PERSPECTIVE WEALTH MANAGEMENT

RIA

HUNT VALLEY, MD

AUM $595MTEAM 6REPS 2

TUFTON CAPITAL MANAGEMENT, LLC

RIA

HUNT VALLEY, MD

AUM $464MTEAM 9REPS 5

VSM WEALTH ADVISORY, LLC

RIA

HUNT VALLEY, MD

AUM $678MTEAM 6REPS 5

BAY HARBOR WEALTH MANAGEMENT, LLC

RIA

HUNT VALLEY, MD

AUM $412MTEAM 6REPS 3

THE MARSHALL FINANCIAL GROUP LLC

RIA

HUNT VALLEY, MD

AUM $736MTEAM 18REPS 14

MARATHON CAPITAL MANAGEMENT

RIA

HUNT VALLEY, MD

AUM $790MTEAM 7REPS 5
More RIAs in HUNT VALLEY →All Maryland RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth