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HARVEST ADVISORS, LLC
CRD 120614
4942 HIGBEE AVE NW, SUITE A, CANTON, OH, 44718, United States
Phone
330-493-1814
Fax
330-493-1807
Registration
— (—)
Source
State registered
Total AUM
$33.1M
Discretionary AUM
$33.1M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $25.6M |
| High net worth individuals | 4 | $7.4M |
| Charitable organizations | 1 | $79K |
All web addresses on file
Official SEC filing: View on IAPD