Harvest Group Wealth Management is an investment advisor in Waltham with $185.81 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
814014908
SEC advisor number
801-108343
FINRA CRD number
283572
AUM ?
$185.81 mm
(as of 26 Apr 23)
Accounts
649
(as of 26 Apr 23)
Employees
7
(4 investment advisory or research)
Address
Harvest Group Wealth Management
800 SOUTH STREET
SUITE 200
WALTHAM
MA 02453
800 SOUTH STREET
SUITE 200
WALTHAM
MA 02453
Office hours
Monday - Friday, 9:00AM - 5:00PM
Phone
(781) 996-3300
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ingwersen, Laurie, Ellen | Managing Member | 09/2016 | 25-50% |
Ingwersen, Roger, Henry | Managing Member | 09/2016 | 50-75% |
Ambrosi, Roberta | Chief Compliance Officer | 09/2016 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21
13F-HR
Quarterly holdings report by institutional manager
2 Aug 21
13F-HR
Quarterly holdings report by institutional manager
4 May 21
13F-HR
Quarterly holdings report by institutional manager
1 Feb 21