HARPER ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- LONGMONT, Colorado
- CRD number
- 334492
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.02%
- Individuals36.98%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Harper Asset Management, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm serves individual and family clients — plus small businesses through portfolio management and financial planning — and charges fees as a percentage of assets under management. Its filings indicate a single-adviser setup (not a related adviser), it is not positioned as a multi-state adviser or pension consultant, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- US Government Bonds24%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds6%
- Private Funds3%
Contacts
1 of 1BRIAN HARPER
Investment Adviser RepresentativeCRD 4010044
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LONGMONT, CO
BOULDER
Location
LONGMONT, CO
Headquartered in LONGMONT, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 712 Main St
- Time zone
- MT (UTC-7)
- Office locations
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