Harvey Investment Company, LLC

Harvey Investment Company, LLC (CRD# 110482) is a financial advisory firm headquartered in Louisville, KY. They manage $913,288,498 in 264 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
297 North Hubbards Lane, Suite 102, Louisville, KY 40207
http://www.harveyinvestment.com
By the Numbers
  • Total Assets Under Management
    913
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $3,459,426
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, KY, NC, OH, SC, TX

Financial Advisors at Harvey Investment Company, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Samuel Harvey, financial advisor Louisville KY
Samuel C. Harvey
CRD#: 239226
297 North Hubbards Lane, Suite 102, Louisville, KY 40207

Samuel Harvey (CRD# 239226) is an Investment Advisor Representative working at Harvey Investment Company, LLC in Louisville, KY and has over 32 years of experience in the finance industry.

2
Mary Herrmann, financial advisor Louisville KY
Mary L. Herrmann
CRD#: 4161367
297 North Hubbards Lane, Suite 102, Louisville, KY 40207

Mary Herrmann (CRD# 4161367) is an Investment Advisor Representative working at Harvey Investment Company, LLC in Louisville, KY and has over 23 years of experience in the finance industry.

3
Joshua Jevne, financial advisor Louisville KY
Joshua S. Jevne
CRD#: 5899153
297 North Hubbards Lane, Suite 102, Louisville, KY 40207

Joshua Jevne (CRD# 5899153) is an Investment Advisor Representative working at Harvey Investment Company, LLC in Louisville, KY and has over 13 years of experience in the finance industry.

4
Samuel Noble, financial advisor Louisville KY
Samuel H. Noble
CRD#: 5983809
297 North Hubbards Lane, Suite 102, Louisville, KY 40207

Samuel Noble (CRD# 5983809) is an Investment Advisor Representative working at Harvey Investment Company, LLC in Louisville, KY and has over 11 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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