WI HARPER GROUP INC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
161665
Registered since
March 28, 2012

Firm profile

FINTRX

Overview

WI Harper Group Inc is organized as a corporation and has been SEC-registered since 2012. The firm’s public profile shows its primary activity is advisory and management of private venture capital funds rather than operating as a retail advisory practice. It is owned by an individual and is not designated as an active ESG investor, a multi-state adviser, or a capital allocator under the disclosures provided. The firm’s regulatory footprint and fund counts indicate a focus on managing pooled private vehicles for institutional and accredited investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ROMAN LABUTIN

    CFOCRD 4968992

Contacts

3 of 3
  • WENSI WU

    PartnerCRD 7885609

  • PETE YEAU-HWAN LIU

    ChairmanCRD 6035894

  • EDWARD LIU

    PartnerCRD 7885610

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
50 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth