Harper Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 334492
- Website
- harperasset.com
- 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 advisory firm organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families, and small businesses. The firm charges fees as a percentage of assets under management and is state-registered in Colorado and Georgia. Its advisory offering centers on traditional financial planning and managed equity portfolios; it does not position itself as an ESG-focused investor or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Brian Harper
Investment Adviser RepresentativeCRD 4010044
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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