This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2008
- Office Locations
- 1
Office Locations
About Harvest Financial Partners
Harvest Financial Partners is a Paoli, PA-based RIA (founded 2008) providing financial planning and personalized portfolio management for busy individuals, families, and business owners. The firm supports goals like retirement and education planning, with an emphasis on accessible, transparent communication around scope and fees. Portfolios commonly use ETFs and mutual funds alongside fixed income, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN GREGORY FATTIBENE
Chief Compliance Officer, Director, Managing Member
- CRD
- #1441984
- Ownership
- 25% but less than 50%
JAMES JOSEPH WRIGHT
Analyst, Managing Member
- CRD
- #2470758
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,387,184 | $385,229 |
| Non-Discretionary | $2,439,899 | $813,300 |
| Total | $148,827,083 | $388,582 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing