HARVESTED FINANCIAL, LLC
CRD #309199 SEC #801-119107 CHICAGO, IL 617-694-9379
SEC Registered
Total AUM
$6.3M
Discretionary
$6.3M
Employees
1
Clients
0
Accounts
71
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 23, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PHILLIPS, MARK, ANDREW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PHILLIPS, MARK, ANDREW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PHILLIPS, MARK, ANDREW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PHILLIPS, MARK, ANDREW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PHILLIPS, MARK, ANDREW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PHILLIPS, MARK, ANDREW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PHILLIPS, MARK, ANDREW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 23, 2021 REGISTERED
Notice Filings (1)
IL
Address
200 W MADISON ST.SUITE 2100
CHICAGO, IL 60606
United States
Phone: 617-694-9379