Harvest Investment Services is an investment advisor in Oakbrook Terrace with $254.26 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
453681885
SEC advisor number
801-79232
FINRA CRD number
159390
AUM ?
$254.26 mm
(as of 9 May 23)
Accounts
2,464
(as of 9 May 23)
Employees
29
(24 investment advisory or research)
Address
Harvest Investment Services
1 TRANSAM PLAZA DRIVE
SUITE 230
OAKBROOK TERRACE
IL 60181
1 TRANSAM PLAZA DRIVE
SUITE 230
OAKBROOK TERRACE
IL 60181
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Phone
630-613-9230
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Newell, Timothy, John | President/ceo | 10/2011 | < 5% |
Alyo, John, K | CIO | 10/2011 | 10-25% |
Newell, Frederick, Alfred | Chief Compliance Officer | 10/2011 | 10-25% |
Harvest Financial Planning, LLC | Owner | 10/2011 | 50-75% |
Newell, Timothy, John | Owner | 10/2011 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22