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THE HARVEST GROUP WEALTH MANAGEMENT, LLC
THE HARVEST GROUP WEALTH MANAGEMENT, LLC
THE HARVEST GROUP
WALTHAM, Massachusetts
·
3 registered advisors
·
CRD# 283572
SEC# 801-108343
1
(781) 996-3300
01
Firm Overview
AUM
$186M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE HARVEST GROUP WEALTH MANAGEMENT, LLC
3 registered advisors
Laurie Ellen Ingwersen
WALTHAM, Massachusetts
CRD# 4066323
Roberta Ambrosi
WALTHAM, Massachusetts
CRD# 2369292
Roger Henry Ingwersen
WALTHAM, Massachusetts
CRD# 255050
05
Office Locations
WALTHAM, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. THE HARVEST GROUP WEALTH MANAGEMENT, LLC (CRD# 283572) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.