SEC Form ADV

HARVEST FINANCIAL PARTNERS

Registered Investment AdviserPA
$148.8M
Assets Under Management
12
Total Clients
2
Employees
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Registration Details

Accession
crd-146162
Location
PAOLI, PA
Filing Date
March 13, 2026
AUM
$148.8M
Total Clients
12
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsOther

About this Adviser

HARVEST FINANCIAL PARTNERS is a registered investment adviser headquartered in PAOLI, PA, managing approximately $148.8M in assets across 12 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.