HARFST AND ASSOCIATES, INC.
SEC RegisteredSophisticated wealth management to serve your individual needs
About the firm
Harfst and Associates offers sophisticated wealth management and investment solutions tailored to individual client needs. Their client-focused approach provides comprehensive plans designed to align with specific investment requirements, guiding clients through today's challenging financial landscape.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment management, corporate retirement plans, and strategic solutions for endowments, foundations, and non-profits.
Who they serve
Business owners, entrepreneurs, corporate retirement plan sponsors, endowments and foundations, families, non-profits, and retirees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 369 | $114M |
| High Net Worth Individuals | 130 | $592M |
| Charitable Organizations | 15 | $14M |
| State/Municipal Entities | 20 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HARFST AND ASSOCIATES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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