Harvest Capital Advisors Group LLC

Harvest Capital Advisors Group LLC (CRD# 322632) is a financial advisory firm headquartered in , . They manage $5,744,159 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $574,416
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Harvest Capital Advisors Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Valdez, financial advisor Malibu CA
David A. Valdez
CRD#: 7611266
Malibu, CA

David Valdez (CRD# 7611266) is an Investment Advisor Representative working at Harvest Capital Advisors Group LLC in Malibu, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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