HARVEST FINANCIAL PARTNERS

159 Lancaster Avenue
Suite Three
Paoli, Pennsylvania 19301-1782
Tel: 610-240-4740

About HARVEST FINANCIAL PARTNERS

HARVEST FINANCIAL PARTNERS, formally registered with the SEC as HARVEST FINANCIAL PARTNERS. The firm was established in 10/24/2019. They have over 1 offices throughout the country.

HARVEST FINANCIAL PARTNERS is a Paoli, Pennsylvania based Financial Planning firm with nearly $124,162,426 assets under management, offering retirement planning & investment advisory services to 360 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146162
SEC#	801-117513
Assets Managed by Firm	$124,162,426
No. of Clients	360
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	360	$124,162,426
Individuals (other than high net worth individuals)	91	$24,462,042
High net worth individuals	47	$91,252,669
Pension and profit sharing plans	Fewer than 5 clients	$984,153
Charitable organizations	Fewer than 5 clients	$2,979,217

More Retirement Planning firms in Paoli, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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