RIA Intelligence

HARVEST ASSET GROUP, LLC

CRD #165216 SEC #801-124896 PORTLAND, ME 207-775-1151
SEC Registered
Total AUM
$107.3M
Discretionary
$107.3M
Employees
2
Clients
51
Accounts
311

Firm Details

Organization Type
Limited Liability Company
State of Formation
Maine
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 21, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DONAHOE, MICHAEL, GIRARDIPRINCIPAL & CHIEF COMPLIANCE OFFICERE Control
DONAHOE, MICHAEL, GIRARDIPRINCIPAL & CHIEF COMPLIANCE OFFICERE Control
DONAHOE, MICHAEL, GIRARDIPRINCIPAL & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Nov 21, 2022 REGISTERED

Notice Filings (2)

ME TX

Address

15 MONUMENT SQUARE
SUITE 3E
PORTLAND, ME 04101
United States
Phone: 207-775-1151