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HARFST AND ASSOCIATES, INC.
CRD 145090 · SEC 801-71661
1949 SUGARLAND DRIVE, #220, SHERIDAN, WY, 82801, United States
Phone
307-218-5667
Fax
541-488-0599
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$783.2M
Discretionary AUM
$783.2M
Team
8 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 369 | $114.1M |
| High net worth individuals | 130 | $591.7M |
| Pension/profit sharing plans | 15 | $14.1M |
| Charitable organizations | 20 | $58.2M |
| Corporations/business entities | 5 | $5.1M |
States served
CA, CO, ID, IL, LA, NE, NV, NY, OR, UT, WY, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD