Alexander
Harvey
Harvey Capital Management Inc
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About this Advisor
Alexander Harvey is a financial advisor operating in Palm Beach, Florida, with a total of 16 years of industry experience. Harvey is an advisor for Harvey Capital Management Inc. They have spent the entirety of their employment at Harvey Capital Management Inc. Harvey has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Florida. Harvey Capital Management Inc is an advisory business operating out of Palm Beach, FL. It has $369 million in assets under management across its 177 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 177 customer accounts, 45% are held by high-net-worth individuals who have more than $1 million in assets. Harvey Capital Management Inc has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules are based on which services the firm provides the client. Fee types billed by Harvey Capital Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harvey Capital Management Inc Brokerage Details
$369,114,824
5
177
$2,085,394
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alexander Harvey Work History
Alexander has been registered as a financial advisor for 16 years.*
Harvey Captial Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Palm Beach, FL
Palm Beach, FL
Palm Beach, FL
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