Harper Asset Management, LLC

Overview

Harper Asset Management, LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports a client base made up of individual and family investors. Its advisory scope, as described in regulatory filings, emphasizes traditional wealth management services rather than institutional consulting or pension work. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices