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Sophia Harvey Burnichon

HARVEY CAPITAL MANAGEMENT INC·PALM BEACH, Florida
Clean recordHARVEY CAPITAL MANAGEMENT INC
400 ROYAL PALM WAY, PALM BEACH, FL 33480-4117CRD# 4736167Firm CRD# 106224

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sophia Harvey Burnichon · PALM BEACH, FL
Registration
CRD #4736167 · HARVEY CAPITAL MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sophia Harvey Burnichon is a registered financial advisor based in PALM BEACH, Florida, affiliated with HARVEY CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HARVEY CAPITAL MANAGEMENT INC
HARVEY CAPITAL MANAGEMENT INC
AUM
$426M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HARVEY CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4736167
Firm CRD# 106224
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sophia Harvey Burnichon offer?
Sophia Harvey Burnichon specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PALM BEACH, Florida for a consultation.
What are Sophia Harvey Burnichon's credentials?
Sophia Harvey Burnichon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sophia Harvey Burnichon located?
Sophia Harvey Burnichon is based in PALM BEACH, Florida, working with HARVEY CAPITAL MANAGEMENT INC. Their office serves clients in the PALM BEACH metropolitan area and surrounding communities.
How does Sophia Harvey Burnichon charge for services?
Sophia Harvey Burnichon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARVEY CAPITAL MANAGEMENT INC?
HARVEY CAPITAL MANAGEMENT INC has approximately 5 employees and manages $426M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARVEY CAPITAL MANAGEMENT INC

Alexander Trindade Harvey
PALM BEACH, FL
Robert Dale Harvey
PALM BEACH, FL

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Research
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