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HARVEST INVESTMENT CONSULTANTS LLC
CRD 110258 · SEC 801-31445
4 NORTH PARK DRIVE, STE 510, HUNT VALLEY, MD, 21030, United States
Phone
410-561-9040
Fax
410-560-0954
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$549.0M
Discretionary AUM
$549.0M
Team
12 total employees; 5 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 768 | $187.8M |
| High net worth individuals | 247 | $334.9M |
| Pension/profit sharing plans | 1 | $1.3M |
| Charitable organizations | 14 | $23.3M |
| Corporations/business entities | 5 | $1.9M |
States served
AZ, CA, DE, DC, LA, MD, NJ, NY, NC, PA, SC, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD