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HARVEST FINANCIAL ADVISORS, LLC

Tel: 513-779-3030
8840 Cincinnati-Dayton Road
West Chester, Ohio  45069

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HARVEST FINANCIAL ADVISORS, LLC

HARVEST FINANCIAL ADVISORS, LLC is a West Chester, Ohio based financial advisory firm with nearly $468,510,940 in assets under management and provides investment advisory services for 1157 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

145552

SEC#:

801-68507

No. of Clients:

1157

Assets under Management

$468,510,940

No. of Advisors:

10

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