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Home > Retirement Planners > california > santa clara > HARPER INVESTING
HARPER INVESTING
2005 De La Cruz Blvd #120
Santa Clara, California 95050
Tel: 408-644-8828
About HARPER INVESTING
HARPER INVESTING, formally registered with the SEC as HARPER INVESTING. The firm was established in 10/08/2021. They have over 1 offices throughout the country.
HARPER INVESTING is a Santa Clara, California based Financial Planning firm with nearly $101,418,083 assets under management, offering retirement planning & investment advisory services to 885 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309501 |
| SEC# | 801-122486 |
| Assets Managed by Firm | $101,418,083 |
| No. of Clients | 885 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 885 | $101,418,083 |
| Individuals (other than high net worth individuals) | 325 | $42,472,875 |
| High net worth individuals | 31 | $58,945,208 |
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