HARVEST FINANCIAL ADVISORS, LLC - Financial Advisor in Ohio, West Chester

Tel: 513-779-3030 8840 Cincinnati-Dayton Road West Chester, Ohio 45069

About HARVEST FINANCIAL ADVISORS, LLC

HARVEST FINANCIAL ADVISORS, LLC is a West Chester, Ohio based financial advisory firm with nearly $468,510,940 in assets under management and provides investment advisory services for 1157 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

145552

Firm SEC#:

801-68507

Assets Under Management:

$468,510,940

No. of Clients:

1157

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

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Top Financial Advisory Firms in Ohio, West Chester

FirmCRD#:125046

SEC#:801-130107

No. of Advisors:6

No. of Clients:413

AUM:$141,996,886

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

MEYER GATES FINANCIAL ADVISORS, INC

125046

801-130107

413

$141,996,886

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