HARVEST FINANCIAL ADVISORS, LLC

WEST CHESTER, Ohio·2 registered advisors·CRD# 145552
SEC# 801-685070513-779-3030
01

Firm Overview

AUM
$469M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HARVEST FINANCIAL ADVISORS, LLC

2 registered advisors
Marc Erle Henn
WEST CHESTER, Ohio
Paul E. Burgdorf
WEST CHESTER, Ohio
05

Office Locations

WEST CHESTER, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. HARVEST FINANCIAL ADVISORS, LLC (CRD# 145552) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.