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Asset Harvest Group, LLC (Mclean)


Asset Harvest Group, LLC is an adviser based in Mclean. It manages $18.8 million of regulatory assets for 59 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Massachusetts and Virginia.

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Asset Harvest Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Asset Harvest Group: assets under management

The assets under management (AUM) of Asset Harvest Group, LLC is $18.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $318.64 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Asset Harvest Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mclean

The principal office where Asset Harvest Group, LLC performs its advisory services is located at 1600 Tysons Blvd, 8 Th Floor, Mclean, VA 22102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-760-0043 or by fax 703-663-9839. The normal business hours are 9:00 am - 5:00pm on Other. You can find more information about the New York firm at www.assetharvest.com.


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