HARVEST INVESTMENT SERVICES, LLC

HTTP://WWW.401KACTIVEWATCH.COM OAKBROOK TERRACE, IL Investment Advisor How do I update this listing?

Harvest Investment Services is based out of Oakbrook Terrace. Harvest Investment Services is a large advisory firm with 1321 clients and discretionary assets under management (AUM) of $238,625,586 (Form ADV from 2018-09-17). Their last reported 13F filing for Q4 2018 included $108,517,000 in managed 13F securities and a top 10 holdings concentration of 37.57%. Harvest Investment Services's largest holding is Invesco QQQ Trust Series 1 with shares held of 35,508. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 3.15%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

HARVEST INVESTMENT SERVICES, LLC
1 TRANSAM PLAZA DRIVE SUITE 230
OAKBROOK TERRACE IL    60181-4285
Country: United States

Business Phone: (630) 613-9230
Fax: (630) 613-9126
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: IL
Number of employees: 32
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 1321
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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HARVEST INVESTMENT SERVICES, LLC

ownership team - last updated 2017-07-28
Name Title Start Date Direct/Indirect % Ownership
HARVEST FINANCIAL PLANNING, LLC OWNER 10/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
HARVEST INVESTMENT SERVICES, LLC OWNER direct 2011-10-01
NEWELL, FREDERICK, ALFRED CHIEF COMPLIANCE OFFICER 10/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HARVEST INVESTMENT SERVICES, LLC CHIEF COMPLIANCE OFFICER direct 2011-10-01
ALYO, JOHN, K CIO 10/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HARVEST INVESTMENT SERVICES, LLC CEO direct 2011-10-01
HARVEST INVESTMENT SERVICES, LLC CIO direct 2011-10-01
NEWELL, TIMOTHY, JOHN PRESIDENT/CEO 10/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HARVEST INVESTMENT SERVICES, LLC PRESIDENT/CEO direct 2011-10-01
HARVEST INVESTMENT SERVICES, LLC OWNER indirect 2011-10-01
NEWELL, TIMOTHY, JOHN OWNER HARVEST FINANCIAL PLANNING, LLC 10/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARVEST INVESTMENT SERVICES, LLC PRESIDENT/CEO direct 2011-10-01
HARVEST INVESTMENT SERVICES, LLC OWNER indirect 2011-10-01

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