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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- FusionEagle
- Established Date
- 09-01-1987
- Office Locations
- 2
Office Locations
About Harvey & Companies, Inc.
Harvey & Companies, Inc. is a St. Petersburg, FL fiduciary RIA providing financial planning and investment advisory services for affluent individuals, businesses, and non-profit organizations. The firm blends independent research with personalized portfolio construction, primarily using ETFs and mutual funds, and emphasizes full asset transparency with direct access to decision-makers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LUISA VICTORIA HARVEY
Investment Advisor Representative, Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
RONALD JENE HARVEY
Chief Compliance Officer, President
- CRD
- #1629111
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,018,670 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,018,670 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,018,670
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $712,401,324 | 33.0% |
| Public Funds | $297,913,281 | 13.8% |
| Cash | $1,148,477,286 | 53.2% |
| Total | $2,158,791,891 | 100.0% |