Harvest Asset Group

Harvest Asset Group (CRD# 165216) is a financial advisory firm headquartered in Portland, ME. They manage $36,016,096 in 57 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $631,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ME, TX

Financial Advisors at Harvest Asset Group
Showing 1 - 3 of 3 top financial advisors.
1
Michael G. Donahoe
CRD#: 5094361
50 Portland Pier, Suite 300, Portland, ME 04101
96
Wealthminder
score

Michael Donahoe (CRD# 5094361) is an Investment Advisor Representative working at Harvest Asset Group in Portland, ME and has over 10 years of experience in the finance industry. Michael Donahoe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Barry L. Kohler
CRD#: 2898404
50 Portland Pier, Suite 300, Portland, ME 04101
96
Wealthminder
score

Barry Kohler (CRD# 2898404) is an Investment Advisor Representative working at Harvest Asset Group in Portland, ME and has over 19 years of experience in the finance industry. Barry Kohler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Alan B. Eskandari
CRD#: 6456766
50 Portland Pier, Suite 300, Portland, ME 04101
87
Wealthminder
score

Alan Eskandari (CRD# 6456766) is an Investment Advisor Representative working at Harvest Asset Group in Portland, ME and has 1 year of experience in the finance industry.

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