Harvest Lane Investment Partners, LLC
Firm details
- Headquarters
- Sandy, Utah
- CRD number
- 340042
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Harvest Lane Investment Partners, LLC is an individually owned limited liability company that offers financial planning and discretionary portfolio management targeted at individuals and small businesses. The firm charges clients on a percentage-of-assets basis and also offers hourly billing for advisory work. FINTRX classifies the adviser as unclassified; it is not listed as a multi-state adviser, a pension consultant, a capital allocator, or an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Chad Butler
CIO, FounderCRD 5085999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sandy, UT
Salt Lake
Location
Sandy, UT
Headquartered in Sandy, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 9065 S 1300 E
- Time zone
- MT (UTC-7)
- Office locations
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