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 registered in Utah that provides financial planning and portfolio management services for individuals and small businesses. The firm bills clients via a percentage-of-assets-under-management schedule and also offers hourly fee arrangements. Harvest Lane describes its advisory scope around planning and hands-on portfolio oversight rather than institutional consulting or multi-state advisory coverage. The firm does not identify itself as an active ESG investor.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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