HARVEST FINANCIAL PARTNERS of PAOLI, PA is an SEC-registered investment adviser (CRD 146162). Regulatory assets under management: $148.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| James Joseph Wright | MANAGING MEMBER | — |
| John Gregory Fattibene | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| David Eric Friedland | MEMBER | — |
| FATTIBENE JOHN GREGORY | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| WRIGHT STEVEN JOSEPH | MANAGING MEMBER | — |
| FRIEDLAND DAVID ERIC | MEMBER | — |