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Paul E. Burgdorf

HARVEST FINANCIAL ADVISORS, LLC·WEST CHESTER, Ohio
Unclaimed Profile
8840 CINCINNATI-DAYTON ROAD, WEST CHESTER, OH 45069CRD# 5868892Firm CRD# 145552
01

About

Paul E. Burgdorf is a registered financial advisor based in WEST CHESTER, Ohio, affiliated with HARVEST FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
HARVEST FINANCIAL ADVISORS, LLC
HARVEST FINANCIAL ADVISORS, LLC
AUM
$469M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at HARVEST FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5868892
Firm CRD# 145552
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul E. Burgdorf offer?
Paul E. Burgdorf specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER, Ohio for a consultation.
What are Paul E. Burgdorf's credentials?
Paul E. Burgdorf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul E. Burgdorf located?
Paul E. Burgdorf is based in WEST CHESTER, Ohio, working with HARVEST FINANCIAL ADVISORS, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does Paul E. Burgdorf charge for services?
Paul E. Burgdorf's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARVEST FINANCIAL ADVISORS, LLC?
HARVEST FINANCIAL ADVISORS, LLC has approximately 10 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST CHESTER
Joseph William Gates — MEYER GATES FINANCIAL ADVISORS, INCAnna Carol Barton — PINNACLE WEALTH MANAGEMENT, INC.Anthony Joseph Bruns — PINNACLE WEALTH MANAGEMENT, INC.Marc Erle Henn — HARVEST FINANCIAL ADVISORS, LLCJeffrey Scott Sims — PINNACLE WEALTH MANAGEMENT, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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