Harfst and Associates, Inc.
● SEC registered since 2010CRD 145090SEC# 801-71661Sheridan, WY
Reg. AUM
$783.2M
Employees
8
Accounts
1,539
Location
Sheridan, WY
Harfst and Associates, Inc. assets under management
Harfst and Associates, Inc. operates as an SEC-registered investment adviser based in Sheridan, WY. The firm has been registered since 2010. It reports $783.2 million in regulatory assets under management and employs 8 people.
Harfst and Associates, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Danette Josephine Harfst Control | Chief Operating Officer | 10-25% | 2010 |
| Robby Dean Harfst Control | President/Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Harfst and Associates, Inc. manage?
Harfst and Associates, Inc. reports $783.2 million in regulatory assets under management on its Form ADV.
How many employees does Harfst and Associates, Inc. have?
Harfst and Associates, Inc. reports 8 employees.
Where is Harfst and Associates, Inc. located?
Harfst and Associates, Inc. is based in Sheridan, WY and has been SEC-registered since 2010.
Does Harfst and Associates, Inc. disclose fund performance?
Harfst and Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1949 Sugarland Drive, #220, Sheridan, WY 82801 |
| Phone | 307-218-5667 |
| Fax | 541-488-0599 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$783.2M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$783.2Mregulatory AUM
Discretionary $783.2MNon-discretionary $37K