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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