Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
611377419
SEC advisor number
801-58031
FINRA CRD number
110482
AUM ?
$869.09 mm
(as of 21 Mar 23)
Accounts
265
(as of 21 Mar 23)
Employees
5
(5 investment advisory or research)
Address
Harvey Investment
297 NORTH HUBBARDS LANE
SUITE 102
LOUISVILLE
KY 40207
297 NORTH HUBBARDS LANE
SUITE 102
LOUISVILLE
KY 40207
Phone
5023398270
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21