HARVESTING GAINS CORPORATION
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 341790
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersSecurity Ratings / Pricing ServicesMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Harvesting Gains Corporation is registered as a corporate advisory entity that describes itself primarily as a capital allocator. Its stated service offering centers on fee-based advice (percentage of AUM) and covers a range of activities: financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, security ratings/pricing, market timing services, and educational seminars or workshops. FINTRX flags the firm as not identifying itself as an active ESG investor and indicates it operates within a single state. An industry affiliation with real estate brokerage is also recorded.
Assets & Accounts
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
Contacts
1 of 1STEVEN PRESCOTT
CRD 5482853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 7636 Marker Rd
- Time zone
- PT (UTC-8)
- Office locations
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