Pgim Custom Harvest LLC
Newark, NJ·SEC-registered · CRD #290235
Pgim Custom Harvest LLC is an SEC-registered investment advisory firm in Newark, NJ managing $6.9B across 8.7k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.9B
Client accounts
8.7k
Advisory staff
9
Fee model
Fee-only
How Pgim Custom Harvest LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Pgim Custom Harvest LLC
How much does Pgim Custom Harvest LLC manage?
Per its most recent SEC Form ADV filing (05/22/2026), Pgim Custom Harvest LLC reports $6.9B in regulatory assets under management across roughly 8.7k client accounts.
How does Pgim Custom Harvest LLC charge?
Pgim Custom Harvest LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Pgim Custom Harvest LLC a fiduciary?
Yes. Pgim Custom Harvest LLC is registered with the U.S. Securities and Exchange Commission (CRD #290235), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Pgim Custom Harvest LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Pgim Custom Harvest LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Pgim Custom Harvest LLC's public SEC Form ADV filing (CRD #290235, filed 05/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Pgim Custom Harvest LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Pgim Custom Harvest LLC? Claim this profile.