Harvest Lane Investment Partners, LLC
Firm details
- Headquarters
- Sandy, Utah
- CRD number
- 340042
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Harvest Lane Investment Partners, LLC is a Utah-registered limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm is owned by an individual and operates under a mixed fee schedule that includes both a percentage-of-AUM component and hourly charges. It does not identify as an ESG-focused investor and is not positioned as a capital allocator or pension consultant. Services emphasize traditional advisory work rather than multi-state or affiliated-adviser arrangements.
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
Owners & executives
1 of 1
Chad Butler
CIO, FounderCRD 5085999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sandy, UT
Salt Lake
Location
Sandy, UT
Headquartered in Sandy, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 9065 S 1300 E
- Time zone
- MT (UTC-7)
- Office locations
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