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 privately owned corporate advisory firm that operates as a capital allocator and charges fees as a percentage of assets under management. The firm identifies its core advisory activities as financial planning, portfolio management for individuals and small businesses, selection of other advisers, security ratings or pricing services, market timing services, and running educational seminars and workshops. Its industry affiliation includes activity as a real estate broker. The firm is recorded as an individual-owned entity with an unclassified registration posture. FINTRX flags it as not being an active ESG investor, not a multistate adviser, and not newly formed. The data also shows pension consulting listed among its advisory activities while concurrently indicating it is not designated as a pension consultant.
Assets & Accounts
Investments & Alternatives
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 2
Joseph Stella
Owner and PrincipalCRD 6372577
Steven Prescott
PresidentCRD 5482853
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, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 7636 Marker Rd
- Time zone
- PT (UTC-8)
- Office locations
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