HARVEST INVESTMENT SERVICES, LLC
Firm details
- Headquarters
- OAKBROOK TERRACE, Illinois
- CRD number
- 159390
- Registered since
- February 24, 2014
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI48.46%
- Individuals32.71%
- Pooled Investment Vehicles18.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Harvest Investment Services, LLC is an independent registered investment adviser formed in 2014 that serves both individual/family and institutional clients. The firm operates as a limited liability company and positions itself as a capital allocator, offering financial planning and portfolio management across individuals, small businesses, pooled vehicles and institutional clients. Its advisory services include selection of other advisers and pension consulting, and it charges fees on a percentage-of-AUM basis while also using hourly and fixed-fee arrangements. Harvest does not identify as an active ESG investor.
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 Funds45%
- Private Funds5%
- US Government Bonds1%
Owners & executives
2 of 2RONALD PYLE
Founder and Chief Investment OfficerCRD 2270440
Jeremy Stehle
Operations CoordinatorCRD 8274885
Contacts
3 of 28WENDY WEST
OwnerCRD 2817890
Robert Thompson
PresidentCRD 1975407
Joseph Savenok
Advisor AssistantCRD 7854743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 192Active vs passive
$346M in ETFs
50%
$173M
49%
$173M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS) | First Trust | Active | Short Government | $44.6M | 895,651 | 12.89% |
Location
OAKBROOK TERRACE, IL
DU PAGE
Location
OAKBROOK TERRACE, IL
Headquartered in OAKBROOK TERRACE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 1 Transam Plaza Dr
- Time zone
- CT (UTC-6)
- Office locations
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