Harfst and Associates, Inc.

RIASEC Registered

Total AUM

$783M

Discretionary

$783M

100% of AUM

Avg account

$509K

Accounts

1,539

Employees

Advisory reps

Firm details

Headquarters: Sheridan, Wyoming
CRD number: 145090
Registered since: July 21, 2010
Website: www.harfstandassociates.com
Custodians: CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.55%
Individuals14.57%
Charitable Organizations7.43%
Pension & Profit Sharing Plans1.8%
Corporations / Businesses0.65%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Harfst and Associates, Inc. is an independent registered investment adviser that has been SEC-registered since 2010. The firm is owned by an individual principal and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and pension consulting services. The firm charges clients via a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Harfst was recognized by Citywire in its "50 Growers Across America" lists in both 2022 and 2023.