Harvest Money | Invest Your Faith

RIASEC Registered
Total AUM
$3.2M
Discretionary
$3M
91% of AUM
Avg account
$98.4K
Accounts
33
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
304360
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Harvest Money | Invest Your Faith is an independent, corporately organized registered investment adviser owned by an individual. The firm focuses on serving individual and family clients and acts as a capital allocator, placing client capital with third‑party managers when appropriate. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing, hourly charges, fixed fees and other fee structures. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. An accounting professional is listed among its industry affiliations.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 44%, Exchange Traded Equities 36%, Cash & Cash Equivalents 20%44%
  • Public Funds/Mutual Funds44%
  • Exchange Traded Equities36%
  • Cash & Cash Equivalents20%

Contacts

1 of 1
  • Steven French

    Steven French

    Financial Life PlannerCRD 1350269

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth