HARVESTING GAINS CORPORATION

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

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

FINTRX

Overview

Harvesting Gains Corporation is registered as a corporate advisory entity that describes itself primarily as a capital allocator. Its stated service offering centers on fee-based advice (percentage of AUM) and covers a range of activities: financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, security ratings/pricing, market timing services, and educational seminars or workshops. FINTRX flags the firm as not identifying itself as an active ESG investor and indicates it operates within a single state. An industry affiliation with real estate brokerage is also recorded.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • STEVEN PRESCOTT

    CRD 5482853

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth