HARVEST FINANCIAL PARTNERS, LLC

HARVEST FINANCIAL PARTNERS
PAOLI, Pennsylvania·3 registered advisors·CRD# 146162
SEC# 801-1175130610-240-4740
01

Firm Overview

AUM
$124M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HARVEST FINANCIAL PARTNERS, LLC

3 registered advisors
David Eric Friedland
PAOLI, Pennsylvania
James Joseph Wright
PAOLI, Pennsylvania
John Gregory Fattibene
PAOLI, Pennsylvania
05

Office Locations

PAOLI, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. HARVEST FINANCIAL PARTNERS, LLC (CRD# 146162) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.