Falists
← Back to search

7TH HARVEST INVESTMENTS

CRD 139792 · SEC 801-68997

Visit website

17250 DALLAS PARKWAY, DALLAS, TX, 75248, United States

Phone

972-231-1525

Fax

Registration

— (—)

Source

State registered

Total AUM

$83.3M

Discretionary AUM

$61.2M

Team

3 total employees; 3 advisory reps; 118 broker-dealer reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals78$14.1M
High net worth individuals35$48.8M
Pension/profit sharing plans5$20.4M

All web addresses on file

Official SEC filing: View on IAPD