MY HARVEST FIELD FINANCIAL LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
SUGAR LAND, Texas
CRD number
285443
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

My Harvest Field Financial LLC is a small, individually owned limited liability company that acts as a capital allocator and adviser by selecting other managers rather than running a broad in‑house investment platform. The firm’s regulatory classification is unclassified, it reports a nonstandard ("Other") fee structure, and it does not identify itself as an active ESG investor, pension consultant, related adviser, or multistate adviser. One noted industry affiliation is with accounting professionals, suggesting a practice that may lean on accounting relationships for client work or referrals.

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

2 of 2
  • ZAMEER UPADHYA

    Co-FounderCRD 5536476

  • CHRISTOPHER CHAMBERS

    ​Senior PartnerCRD 5899148

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SUGAR LAND, TX

FORT BEND

Location

SUGAR LAND, TX

Headquartered in SUGAR LAND, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
FORT BEND
Address
14090 Southwest Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth