HARVEST FINANCIAL PARTNERS, LLC
Legal name: HARVEST FINANCIAL PARTNERS
CRD #146162 SEC #801-117513 PAOLI, PA 610-240-4740
SEC Registered
Total AUM
$131.9M
Discretionary
$126.3M
Employees
2
Clients
10
Accounts
362
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $131.9M | $126.3M | $5.6M | 2 | 0 |
| Mar 2024 | $124.2M | $117.9M | $6.3M | 2 | 13 |
| Mar 2023 | $109.7M | $105.6M | $4.1M | 2 | 13 |
| Mar 2022 | $106M | $102.3M | $3.6M | 2 | 13 |
| Mar 2021 | $88.1M | $85.2M | $2.9M | 2 | 13 |
| Jun 2020 | $81.2M | $77.2M | $3.9M | 2 | 1 |
| Mar 2020 | $81.2M | $77.2M | $3.9M | 2 | 1 |
| Nov 2019 | $76.9M | $72.8M | $4.1M | 2 | 1 |
| Oct 2019 | $76.9M | $72.8M | $4.1M | 2 | 1 |
| Sep 2019 | $76.9M | $72.8M | $4.1M | 2 | 1 |
| Mar 2008 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$131.9M
Discretionary$126.3M
Non-Disc.$5.6M
Employees2
Clients0
DateMar 2024
Total AUM$124.2M
Discretionary$117.9M
Non-Disc.$6.3M
Employees2
Clients13
DateMar 2023
Total AUM$109.7M
Discretionary$105.6M
Non-Disc.$4.1M
Employees2
Clients13
DateMar 2022
Total AUM$106M
Discretionary$102.3M
Non-Disc.$3.6M
Employees2
Clients13
DateMar 2021
Total AUM$88.1M
Discretionary$85.2M
Non-Disc.$2.9M
Employees2
Clients13
DateJun 2020
Total AUM$81.2M
Discretionary$77.2M
Non-Disc.$3.9M
Employees2
Clients1
DateMar 2020
Total AUM$81.2M
Discretionary$77.2M
Non-Disc.$3.9M
Employees2
Clients1
DateNov 2019
Total AUM$76.9M
Discretionary$72.8M
Non-Disc.$4.1M
Employees2
Clients1
DateOct 2019
Total AUM$76.9M
Discretionary$72.8M
Non-Disc.$4.1M
Employees2
Clients1
DateSep 2019
Total AUM$76.9M
Discretionary$72.8M
Non-Disc.$4.1M
Employees2
Clients1
DateMar 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--