Unclaimed Profile

Femi Taofik Shote

ASSET HARVEST GROUP, LLC·TYSONS CORNER, Virginia

Clean recordASSET HARVEST GROUP, LLC

8000 TOWERS CRESCENT DRIVE, TYSONS CORNER, VA 22182CRD# 2250726Firm CRD# 122774

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Femi Taofik Shote · TYSONS CORNER, VA

Registration

CRD #2250726 · ASSET HARVEST GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Femi Taofik Shote is a registered financial advisor based in TYSONS CORNER, Virginia, affiliated with ASSET HARVEST GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ASSET HARVEST GROUP, LLC

RETIREWISE CFP

AUM

$107M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ASSET HARVEST GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2250726

Firm CRD# 122774

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Femi Taofik Shote offer?

Femi Taofik Shote specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TYSONS CORNER, Virginia for a consultation.

What are Femi Taofik Shote's credentials?

Femi Taofik Shote is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Femi Taofik Shote located?

Femi Taofik Shote is based in TYSONS CORNER, Virginia, working with ASSET HARVEST GROUP, LLC. Their office serves clients in the TYSONS CORNER metropolitan area and surrounding communities.

How does Femi Taofik Shote charge for services?

Femi Taofik Shote'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 ASSET HARVEST GROUP, LLC?

ASSET HARVEST GROUP, LLC has approximately 1 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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