Alexander
Harvey

Harvey Capital Management Inc

CRD#5373027
Investment Advisor
in Palm Beach, FL

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About this Advisor

Alexander Harvey is a financial advisor based in Palm Beach, Florida, working with Harvey Capital Management Inc. Alexander has previously held a position at Harvey Capital Management. Alexander has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Alexander is part of Harvey Capital Management Inc, which operates out of Palm Beach, Florida. The firm has 5 employees and manages assets totaling $425.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Harvey Capital Management Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

400 Royal Palm Way Suite 400
Palm Beach, FL 33480-4117

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Harvey Capital Management Inc Brokerage Details

Total Assets Under Management

$425,840,369

FL Average: $1,855,561,029
Total Number of Employees

5

FL Average: 62
Total Number of Accounts

175

FL Average: 2,474
Average Account Size

$2,433,374

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Alexander Harvey Work History

2007 - Present (17 years)

Harvey Captial Management

Disclosures

Please visit the SEC profile of Alexander Harvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Harvey Capital Management Inc

Sophia Burnichon
Palm Beach, FL
Alexander Harvey
Palm Beach, FL
Robert Harvey
Palm Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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