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HARVEST ASSET GROUP, LLC

PORTLAND, ME · CRD 165216 · IAPD ↗ · harvestassetgroup.com · 207-775-1151

$107.3MRegulatory AUM
2Advisory reps
2Employees
4Clients
51-100Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2024 — HARVEST ASSET GROUP, LLC (PORTLAND, ME) left the SEC roster (was $107.3M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.