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Eric Mitchell Conklin

HARVEST FUND ADVISORS LLC·WAYNE, Pennsylvania
Clean recordHARVEST FUND ADVISORS LLC
100 WEST LANCASTER AVENUE, WAYNE, PA 19087CRD# 4413891Firm CRD# 154425

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Mitchell Conklin · WAYNE, PA
Registration
CRD #4413891 · HARVEST FUND ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eric Mitchell Conklin is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with HARVEST FUND ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HARVEST FUND ADVISORS LLC
HARVEST FUND ADVISORS LLC
AUM
$6.3B
Regulatory assets under management
Employees
13
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4413891
Firm CRD# 154425
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05

Frequently Asked Questions

What services does Eric Mitchell Conklin offer?
Eric Mitchell Conklin specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Eric Mitchell Conklin's credentials?
Eric Mitchell Conklin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Mitchell Conklin located?
Eric Mitchell Conklin is based in WAYNE, Pennsylvania, working with HARVEST FUND ADVISORS LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Eric Mitchell Conklin charge for services?
Eric Mitchell Conklin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARVEST FUND ADVISORS LLC?
HARVEST FUND ADVISORS LLC has approximately 13 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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