$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-11-2013
- Office Locations
- 1
Office Locations
-- Anaheim Hills CA
About Mark T. Harvey Investments
The Harvest Plan (Mark T. Harvey Investments) provides tax, investment, and financial/business planning through live, personalized coaching for retail clients, including business owners. Rather than product sales, the firm focuses on helping clients decide what to buyand avoidusing a proprietary portal that organizes the full financial picture and a consumer financial masters class. Portfolio approach includes ETF and cash allocations.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
$22.2K AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
M
MARK TODD HARVEY
Investment Advisor
- CRD
- #2182566
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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