Harvard Avenue Investment Advisory
Harvard Avenue Investment Advisory (CRD# 291787) is a financial advisory firm headquartered in , . They manage $43,502,205 in 335 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Harvard Avenue Investment Advisory
By the Numbers
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Total Assets Under Management44MILLION
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Total Number of Accounts335ACCOUNTS
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Average Account Value$129,857
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX, UT
Financial Advisors at Harvard Avenue Investment Advisory
1
Jered Skousen (CRD# 5134979) is an Investment Advisor Representative working at Harvard Avenue Investment Advisory in Gilbert, AZ and has over 17 years of experience in the finance industry.
2
Adam Skousen (CRD# 7628991) is an Investment Advisor Representative working at Harvard Avenue Investment Advisory in Gilbert, AZ and has 1 year of experience in the finance industry.
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