Harvesting Gains Corporation
Firm details
- Headquarters
- San Diego, California
- CRD number
- 341790
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersSecurity Ratings / Pricing ServicesMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Harvesting Gains Corporation is a small, individual-owned advisory firm organized as a corporation that bills clients on a percentage-of-assets-under-management basis. The firm’s stated advisory activities span financial planning, portfolio management for individuals and small businesses, pension consulting, selecting sub‑advisers, providing security pricing/ratings, market‑timing services and running educational seminars or workshops. FINTRX flags the firm as a capital allocator; it does not identify itself as an active ESG investor and is not recorded as a multi‑state adviser. Industry affiliation information lists a connection to real‑estate brokerage activity. The firm is not marked as newly formed and is labeled “unclassified” in the source dataset.
Assets & Accounts
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
Contacts
2 of 2Steven Prescott
CRD 5482853

Joseph Stella
Owner and PrincipalCRD 6372577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 7636 Marker Rd
- Time zone
- PT (UTC-8)
- Office locations
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