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ASSET HARVEST GROUP, LLC
ASSET HARVEST GROUP, LLC
RETIREWISE CFP
TYSONS CORNER, Virginia
·
2 registered advisors
·
CRD# 122774
SEC# 801-121266
0
703-760-0043
01
Firm Overview
AUM
$107M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ASSET HARVEST GROUP, LLC
2 registered advisors
Femi Taofik Shote
TYSONS CORNER, Virginia
CRD# 2250726
Kathleen Moreau Shote
TYSONS CORNER, Virginia
CRD# 7670571
05
Office Locations
TYSONS CORNER, Virginia
2 advisors
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Data sourced from SEC Form ADV filings. ASSET HARVEST GROUP, LLC (CRD# 122774) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.