CRD: 145552
Harvest Financial Advisors, LLC
$671.0M Total AUM
$481.2M Disc. AUM
-- 3Y CAGR
9 Employees
442 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Prime
- Established Date
- 11-16-2007
- Office Locations
- 7
Office Locations
312 Walnut Street Suite 1600 Cincinnati OH
8840 Cincinnati-Dayton Road West Chester OH
-- -- --
About Harvest Financial Advisors, LLC
Harvest Financial Advisors, LLC is a West Chester-based RIA with 7 offices. The firm has been operating for 18 years. Managing $671.0M in total assets under management, with 5 advisory representatives. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
51 AVG AGE
$134.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
7.7 yrs AVG TENURE
9 Employees
5 Advisory Reps
8 RIA Reps
18yrs Firm Age
Insights
Premium access reveals conviction themes in catalyst ridge optima.
Upgrade to reveal position-level detail across unison catalyst.
Full visibility includes strategy notes for atlas capital.
Open the full profile to inspect shifts in vital pioneer.
Premium access reveals conviction themes in bridge zenith vector.
Unlock to compare peer behavior around bridge vertex.
See the complete signal summary connected to capital.
Request access to benchmark trends tied to focus timber.
Asset Classes
Foundation Beacon peak
Investment Themes
Ember wave Catalyst vertex
Investment Vehicles
Atlas focus
Services
Matrix Pioneer Foundation Glacier legacy
Technology
Eagle ridge
Owner & Executives
MARC ERLE HENN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2120816
- Ownership
- 75% or more
(446) 614-2226
prime.focus@crestcapital.com
in linkedin.com/in/momentum-atlas
P
PAUL E. BURGDORF MR.
CHIEF OPERATING OFFICER, Vice President
- CRD
- #5868892
- Ownership
- 25% but less than 50%
(612) 348-9752
frontier.prime@vectorcapital.com
in linkedin.com/in/alpha-radial
Showing 2 of 2 owners & executives
Unlock allContacts
P
PAUL E. BURGDORF MR.
CHIEF OPERATING OFFICER, Vice President
- CRD
- #5868892
(224) 280-8742
radial.pioneer@foundationcapital.com
in linkedin.com/in/momentum-quantum
G
GAYE CLARKE LAMPERT
--
- CRD
- #1243816
(974) 562-2670
momentum.atlas@summitcapital.com
in linkedin.com/in/crest-catalyst
W
Wave vital
Catalyst element
- CRD
- #76054
(717) 975-8565
insight.ridge@oakcapital.com
in linkedin.com/in/vertex-atlas
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $481,163,450 | $348,165 |
| Non-Discretionary | $189,858,302 | $11,866,144 |
| Total | $671,021,752 | $479,987 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $671,021,752
Equity - Exchange:
25.9% Corporate - Investment Grade:
24.2% Other:
5.9% Cash:
15.2% U.S. Government/Agency:
6.2% Municipal Bonds:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $534,364,398 | 25.9% |
| Corporate - Investment Grade | $499,290,287 | 24.2% |
| Other | $121,727,797 | 5.9% |
| Cash | $313,603,817 | 15.2% |
| U.S. Government/Agency | $127,917,346 | 6.2% |
| Municipal Bonds | $466,279,359 | 22.6% |
| Total | $2,063,183,004 | 100.0% |