Harvestons Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
34509
Registered since
September 28, 1993

Firm profile

FINTRX

Overview

Harvestons Securities, Inc. is organized as a corporation with individual ownership. Public records in FINTRX provide only limited operational detail: the firm is classified as unclassified and is not listed as a capital allocator. It is not identified as an active ESG investor, not designated as a multi-state adviser, not a pension consultant, and not recorded as a related adviser to another registered firm. The firm has not provided specifics on its client segments, fee model, advisory services, or other business activities to FINTRX, so there is little information available about its target clients, investment approach, or service lineup.

Assets & Accounts

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

Owners & executives

2 of 2
  • Morgan Bassey

    Morgan Bassey

    President and CEOCRD 2279731

  • Supang Bassey

    Supang Bassey

    Chief Financial OfficerCRD 2910155

Contacts

3 of 3
  • Dewitt Turner

    Dewitt Turner

    Senior Vice PresidentCRD 707528

  • David Isaak

    David Isaak

    AssociateCRD 1318894

  • Kenneth Sawyer

    Kenneth Sawyer

    Senior Vice PresidentCRD 6154056

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwood Village, CO

Arapahoe

Location

Greenwood Village, CO

Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
8301 E Prentice Ave
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth