HARVEST INVESTMENT CONSULTANTS LLC
Adviser information for HARVEST INVESTMENT CONSULTANTS LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,795 | $448.2M |
| Non-Discretionary | 0 | $0 |
| Total | 1,795 | $448.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 775 | $159.5M |
| HNW Individuals | 220 | $258.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 3 | $3.2M |
| Charitable organizations | 13 | $22.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $3.7M |
| Other | 7 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 7 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-31445 |
|---|---|
| SEC ERA File Number | 801-31445 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 110258 |
| Legal Entity Identifier | None |
Principal Office
4 NORTH PARK DRIVESTE 510
HUNT VALLEY
MD
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 410-561-9040, Fax: 410-560-0954
Chief Compliance Officer
MICHAEL J. MEILY
MANAGING MEMBER
4 NORTH PARK DRIVE
STE 510
HUNT VALLEY
MD
United States
Tel:
410-561-9040
Fax:
410-560-0954
M*****@********************M
(Full email address available in API data)
Industry Affiliates
| HARVEST INSURANCE,INC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ZIDWICK, DONNA, MARIE | Individual | – | MEMBER/DIRECTOR OF FIXED INCOME | 04/2016 | 5-10% |
| MEILY, MICHAEL, JASON | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 01/2017 | > 75% |
| PALLACK, MARK, CHRISTIAN | Individual | – | MEMBER | 01/2022 | < 5% |
| BAKER, DAVID, RUSSELL | Individual | – | MEMBER | 01/2022 | < 5% |