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HARVEY & COMPANIES, INC.
CRD 124896
2950 5TH AVENUE NORTH, ST. PETERSBURG, FL, 33713, United States
Phone
727-867-1000
Fax
727-867-2786
Registration
— (—)
Source
State registered
Total AUM
$12.0M
Discretionary AUM
$12.0M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $4.1M |
| High net worth individuals | 10 | $5.2M |
All web addresses on file
Official SEC filing: View on IAPD