Harvest Financial, LLC
Harvest Financial, LLC (CRD# 114072) is a financial advisory firm headquartered in Napa, CA. They manage $15,870,621 in 68 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts68ACCOUNTS
Average Account Value$233,391
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Charles Daniels (CRD# 2474079) is an Investment Advisor Representative working at Harvest Financial, LLC in Napa, CA and has over 23 years of experience in the finance industry.
Joseph Fischer (CRD# 4640166) is an Investment Advisor Representative working at Harvest Financial, LLC in Napa, CA and has over 14 years of experience in the finance industry.