Harvest Investment Consultants LLC

Harvest Investment Consultants LLC (CRD# 110258) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $364,623,921 in 1,635 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    365
    MILLION
  • Total Number of Accounts
    1,635
    ACCOUNTS
  • Average Account Value
    $223,012
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
  • Pension consulting services
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.

DC, DE, FL, MD, NC, NY, PA, SC, TX, VA, WV

Financial Advisors at Harvest Investment Consultants LLC
Showing 1 - 4 of 4 top financial advisors.
1
David R. Baker
CRD#: 4531655
4 North Park Drive, Ste 510, Hunt Valley, MD 21030

David Baker (CRD# 4531655) is an Investment Advisor Representative working at Harvest Investment Consultants LLC in Hunt Valley, MD and has over 18 years of experience in the finance industry.

2
Michael J. Meily
CRD#: 3168526
4 North Park Drive, Ste 510, Hunt Valley, MD 21030

Michael Meily (CRD# 3168526) is an Investment Advisor Representative working at Harvest Investment Consultants LLC in Hunt Valley, MD and has over 20 years of experience in the finance industry.

3
Mark C. Pallack
CRD#: 4280367
4 North Park Drive, Ste 510, Hunt Valley, MD 21030

Mark Pallack (CRD# 4280367) is an Investment Advisor Representative working at Harvest Investment Consultants LLC in Hunt Valley, MD and has over 4 years of experience in the finance industry.

4
Donna M. Zidwick
CRD#: 5592177
4 North Park Drive, Ste 510, Hunt Valley, MD 21030

Donna Zidwick (CRD# 5592177) is an Investment Advisor Representative working at Harvest Investment Consultants LLC in Hunt Valley, MD and has over 12 years of experience in the finance industry.

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