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Andrew David Barlow

Harvest Investment Services, LLC

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About Andrew David Barlow

Andrew Barlow is a registered investment advisor representative. Andrew works with clients in Colorado, Illinois and Texas. Andrew is associated with Harvest Investment Services, LLC. Andrew is also an investment advisor representative of Envoy Advisory Inc. Andrew is a partner at Harvesting Kingdom Resources, LLC. Andrew is a licensed Investment Advisor Representative, and has passed the Uniform Investment Adviser Law Examination. Andrew is an investment advisor representative of a firm that provides services in the areas of portfolio management for individuals, portfolio management for businesses and portfolio management for pooled investment vehicles. Andrew also provides services in the areas of financial planning, and pension consulting.

Firm Information

Andrew Barlow is currently registered with Harvest Investment Services, LLC. Harvest Investment Services, LLC is an investment advisor headquartered in OAKBROOK TERRACE, IL. They provide financial planning, pension consulting, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. Their approximate assets under management are $281,661,252. They have 21 investment advisor representatives and 5 adviser representatives for other investment advisors. They have 2,862 total accounts and 2,862 discretionary accounts. They serve individual and institutional clients, including individuals (other than high-net-worth), high-net-worth individuals, and pooled investment vehicles. They also participate in wrap fee programs.
Harvest Investment Services, LLC

1 TRANSAM PLAZA DRIVE

OAKBROOK TERRACE, IL 60181-4285

$281.66M

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Barlow’s Registration & Firm History

IL

05/10/2023 - Present

Harvest Investment Services, LLC (OAKBROOK TERRACE IL)

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Licenses & Designations

IA

Issued 05/11/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew David Barlow.
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