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HARVEST FINANCIAL PARTNERS, LLC
HARVEST FINANCIAL PARTNERS, LLC
HARVEST FINANCIAL PARTNERS
PAOLI, Pennsylvania
·
3 registered advisors
·
CRD# 146162
SEC# 801-117513
0
610-240-4740
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 Planning
Investment Management
Wealth Management
04
Advisors at HARVEST FINANCIAL PARTNERS, LLC
3 registered advisors
David Eric Friedland
PAOLI, Pennsylvania
CRD# 2715164
James Joseph Wright
PAOLI, Pennsylvania
CRD# 2470758
John Gregory Fattibene
PAOLI, Pennsylvania
CRD# 1441984
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
.