Harvest Financial, LLC
Harvest Financial, LLC (CRD# 114072) is a financial advisory firm headquartered in Napa, CA. They manage $18,259,851 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management18MILLION
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Total Number of Accounts46ACCOUNTS
-
Average Account Value$396,953
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Harvest Financial, LLC
1
Samuel Kaminsky (CRD# 7529571) is an Investment Advisor Representative working at Harvest Financial, LLC in Napa, CA and has 1 year of experience in the finance industry.
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