Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > palm beach > HARVEY CAPITAL MANAGEMENT INC
HARVEY CAPITAL MANAGEMENT INC
400 Royal Palm Way
Suite 400
Palm Beach, Florida 33480-4117
Tel: 561-804-9181
About HARVEY CAPITAL MANAGEMENT INC
HARVEY CAPITAL MANAGEMENT INC, formally registered with the SEC as HARVEY CAPITAL MANAGEMENT INC. The firm was established in 05/28/1996. They have over 1 offices throughout the country.
HARVEY CAPITAL MANAGEMENT INC is a Palm Beach, Florida based Financial Planning firm with nearly $425,840,369 assets under management, offering retirement planning & investment advisory services to 175 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106224 |
| SEC# | 801-52027 |
| Assets Managed by Firm | $425,840,369 |
| No. of Clients | 175 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 175 | $425,840,369 |
| Individuals (other than high net worth individuals) | 80 | $36,327,405 |
| High net worth individuals | 84 | $351,352,197 |
| Pension and profit sharing plans | 1 | $232,376 |
| Charitable organizations | 7 | $28,205,067 |
| Corporations or other businesses | 3 | $9,723,324 |
More Retirement Planning firms in Palm Beach, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
Explore More Retirement Advisors in Palm Beach, Florida