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HAYDEN HARPER WEALTH ADVISORY, LLC

828 East Boulevard
Charlotte, North Carolina 28203
Tel: 704-343-2447

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About HAYDEN HARPER WEALTH ADVISORY, LLC

HAYDEN HARPER WEALTH ADVISORY, LLC, formally registered with the SEC as HAYDEN HARPER WEALTH ADVISORY, LLC. The firm was established in 02/22/2010. They have over 1 offices throughout the country.

HAYDEN HARPER WEALTH ADVISORY, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $119,113,597 assets under management, offering retirement planning & investment advisory services to 253 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#152091
SEC#801-71103
Assets Managed by Firm$119,113,597
No. of Clients253
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total253$119,113,597
Individuals (other than high net worth individuals)62$11,687,592
High net worth individuals26$97,436,665

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