HARVEST FINANCIAL GROUP, LLC
CRD #149503 SEC #801-80117 RICHMOND, VA 804-788-4100
SEC Registered Disclosures
Total AUM
$75.1M
Discretionary
$74.5M
Employees
1
Clients
0
Accounts
793
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2019 | $75.1M | $74.5M | $567.6K | 1 | 0 |
| Jun 2019 | $75.1M | $74.5M | $567.6K | 1 | 0 |
| Jun 2019 | $77.3M | $75.7M | $1.6M | 1 | 0 |
| Apr 2019 | $77.3M | $75.7M | $1.6M | 1 | 0 |
| Mar 2019 | $77.3M | $75.7M | $1.6M | 1 | 0 |
| Feb 2019 | $77.3M | $75.7M | $1.6M | 1 | 0 |
| Dec 2018 | $77.3M | $75.7M | $1.6M | 1 | 0 |
| Oct 2018 | $92.8M | $90.5M | $2.4M | 1 | 0 |
| Jan 2018 | $92.8M | $90.5M | $2.4M | 1 | 0 |
| Apr 2017 | $111.5M | $107.5M | $4M | 4 | 862 |
| Mar 2017 | $107.5M | $107.5M | $0 | 4 | 862 |
| Dec 2016 | $102.2M | $101M | $1.2M | 4 | 862 |
| Dec 2016 | $102.2M | $101M | $1.2M | 4 | 862 |
| Jul 2016 | $102.2M | $101M | $1.2M | 4 | 862 |
| May 2016 | $102.2M | $101M | $1.2M | 4 | 862 |
| Mar 2016 | $102.2M | $101M | $1.2M | 4 | 862 |
| Dec 2015 | $109.3M | $108M | $1.3M | 6 | 519 |
| Apr 2015 | $109.3M | $108M | $1.3M | 6 | 519 |
| Mar 2015 | $104.1M | $102.8M | $1.3M | 5 | 519 |
| Feb 2015 | $104.1M | $102.8M | $1.3M | 5 | 519 |
| Oct 2014 | $104.1M | $102.8M | $1.3M | 5 | 519 |
| Jul 2014 | $104.1M | $102.8M | $1.3M | 5 | 519 |
DateNov 2019
Total AUM$75.1M
Discretionary$74.5M
Non-Disc.$567.6K
Employees1
Clients0
DateJun 2019
Total AUM$75.1M
Discretionary$74.5M
Non-Disc.$567.6K
Employees1
Clients0
DateJun 2019
Total AUM$77.3M
Discretionary$75.7M
Non-Disc.$1.6M
Employees1
Clients0
DateApr 2019
Total AUM$77.3M
Discretionary$75.7M
Non-Disc.$1.6M
Employees1
Clients0
DateMar 2019
Total AUM$77.3M
Discretionary$75.7M
Non-Disc.$1.6M
Employees1
Clients0
DateFeb 2019
Total AUM$77.3M
Discretionary$75.7M
Non-Disc.$1.6M
Employees1
Clients0
DateDec 2018
Total AUM$77.3M
Discretionary$75.7M
Non-Disc.$1.6M
Employees1
Clients0
DateOct 2018
Total AUM$92.8M
Discretionary$90.5M
Non-Disc.$2.4M
Employees1
Clients0
DateJan 2018
Total AUM$92.8M
Discretionary$90.5M
Non-Disc.$2.4M
Employees1
Clients0
DateApr 2017
Total AUM$111.5M
Discretionary$107.5M
Non-Disc.$4M
Employees4
Clients862
DateMar 2017
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees4
Clients862
DateDec 2016
Total AUM$102.2M
Discretionary$101M
Non-Disc.$1.2M
Employees4
Clients862
DateDec 2016
Total AUM$102.2M
Discretionary$101M
Non-Disc.$1.2M
Employees4
Clients862
DateJul 2016
Total AUM$102.2M
Discretionary$101M
Non-Disc.$1.2M
Employees4
Clients862
DateMay 2016
Total AUM$102.2M
Discretionary$101M
Non-Disc.$1.2M
Employees4
Clients862
DateMar 2016
Total AUM$102.2M
Discretionary$101M
Non-Disc.$1.2M
Employees4
Clients862
DateDec 2015
Total AUM$109.3M
Discretionary$108M
Non-Disc.$1.3M
Employees6
Clients519
DateApr 2015
Total AUM$109.3M
Discretionary$108M
Non-Disc.$1.3M
Employees6
Clients519
DateMar 2015
Total AUM$104.1M
Discretionary$102.8M
Non-Disc.$1.3M
Employees5
Clients519
DateFeb 2015
Total AUM$104.1M
Discretionary$102.8M
Non-Disc.$1.3M
Employees5
Clients519
DateOct 2014
Total AUM$104.1M
Discretionary$102.8M
Non-Disc.$1.3M
Employees5
Clients519
DateJul 2014
Total AUM$104.1M
Discretionary$102.8M
Non-Disc.$1.3M
Employees5
Clients519