RIA Intelligence

HARVEST INVESTMENT SERVICES, LLC

CRD #159390 SEC #801-79232 OAKBROOK TERRACE, IL (630) 613-9230
SEC Registered
Total AUM
$534.2M
Discretionary
$534.2M
Employees
32
Clients
26
Accounts
3,335

AUM Over Time

DateOct 2025
Total AUM$534.2M
Discretionary$534.2M
Non-Disc.$0
Employees32
Clients0
DateSep 2025
Total AUM$534.2M
Discretionary$534.2M
Non-Disc.$0
Employees32
Clients0
DateAug 2025
Total AUM$534.2M
Discretionary$534.2M
Non-Disc.$0
Employees32
Clients0
DateJul 2025
Total AUM$534.2M
Discretionary$534.2M
Non-Disc.$0
Employees32
Clients0
DateMar 2025
Total AUM$534.2M
Discretionary$534.2M
Non-Disc.$0
Employees32
Clients0
DateNov 2024
Total AUM$281.7M
Discretionary$281.7M
Non-Disc.$0
Employees28
Clients0
DateSep 2024
Total AUM$281.7M
Discretionary$281.7M
Non-Disc.$0
Employees28
Clients0
DateJul 2024
Total AUM$281.7M
Discretionary$281.7M
Non-Disc.$0
Employees28
Clients0
DateJul 2024
Total AUM$281.7M
Discretionary$281.7M
Non-Disc.$0
Employees28
Clients0
DateMar 2024
Total AUM$281.7M
Discretionary$281.7M
Non-Disc.$0
Employees28
Clients0
DateAug 2023
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees29
Clients3
DateAug 2023
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees29
Clients3
DateJul 2023
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees29
Clients3
DateMay 2023
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees29
Clients3
DateMar 2023
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees29
Clients3
DateFeb 2023
Total AUM$291.8M
Discretionary$291.8M
Non-Disc.$0
Employees22
Clients3
DateSep 2022
Total AUM$291.8M
Discretionary$291.8M
Non-Disc.$0
Employees22
Clients3
DateMar 2022
Total AUM$291.8M
Discretionary$291.8M
Non-Disc.$0
Employees22
Clients3
DateApr 2021
Total AUM$265.6M
Discretionary$265.6M
Non-Disc.$0
Employees21
Clients0
DateMar 2021
Total AUM$265.6M
Discretionary$265.6M
Non-Disc.$0
Employees21
Clients0
DateDec 2020
Total AUM$277.1M
Discretionary$277.1M
Non-Disc.$0
Employees27
Clients0
DateJul 2020
Total AUM$277.1M
Discretionary$277.1M
Non-Disc.$0
Employees27
Clients0
DateJul 2020
Total AUM$277.1M
Discretionary$277.1M
Non-Disc.$0
Employees27
Clients0
DateMay 2020
Total AUM$277.1M
Discretionary$277.1M
Non-Disc.$0
Employees27
Clients0
DateMar 2020
Total AUM$240.9M
Discretionary$240.9M
Non-Disc.$0
Employees28
Clients0
DateJul 2019
Total AUM$240.9M
Discretionary$240.9M
Non-Disc.$0
Employees28
Clients0
DateMar 2019
Total AUM$240.9M
Discretionary$240.9M
Non-Disc.$0
Employees28
Clients0
DateSep 2018
Total AUM$242.8M
Discretionary$238.6M
Non-Disc.$4.2M
Employees32
Clients0
DateMar 2018
Total AUM$242.8M
Discretionary$238.6M
Non-Disc.$4.2M
Employees32
Clients0
DateJul 2017
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees34
Clients772
DateJun 2017
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees34
Clients772
DateMay 2017
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees34
Clients772
DateMar 2017
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees34
Clients772
DateApr 2016
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees31
Clients716
DateMar 2016
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees31
Clients716
DateMar 2016
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees31
Clients716
DateAug 2015
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees26
Clients622
DateMar 2015
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees26
Clients622
DateOct 2014
Total AUM$102.3M
Discretionary$99.6M
Non-Disc.$2.7M
Employees20
Clients582
DateMar 2014
Total AUM$102.3M
Discretionary$99.6M
Non-Disc.$2.7M
Employees20
Clients582
DateFeb 2014
Total AUM$102.3M
Discretionary$99.6M
Non-Disc.$2.7M
Employees20
Clients582
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0