Harvey & Companies, Inc.
Harvey & Companies, Inc. (CRD# 124896) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $15,644,589 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management16MILLION
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Total Number of Accounts65ACCOUNTS
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Average Account Value$240,686
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Harvey & Companies, Inc.
1
Ronald Harvey (CRD# 1629111) is an Investment Advisor Representative working at Harvey & Companies, Inc. in Saint Petersburg, FL and has over 25 years of experience in the finance industry.
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