AB
AB

Andrew David Barlow

3 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningCharitable GivingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,808 clients
Average Client Portfolio
$295K average
Assets Under Management
$533.9M

Fee Structure

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Location

1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL, 60181-4285

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is a partner at Harvesting Kingdom Resources, LLC, a sponsor of a private equity fund, since 2021. He spends about a quarter of his time managing fund administration and investor relations.

Employment History
Current Registrations
Envoy Advisory INC.
May 2022 - Present · 3 yrs 9 mos
Harvest Investment Services, LLC
May 2022 - Present · 3 yrs 9 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.