Eswar Menon (CRD# 2719660) is an Investment Advisor Representative working at Harper Capital Management, LLC in Walnut Creek, CA and has over 18 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harper Capital Management, LLC | Walnut Creek, CA | Oct 2018 - Current | 5 |
| Self-employed | Walnut Creek, CA | May 2016 - Oct 2018 | 2 |
| Geneva Investment Management Of Chicago, LLC | Chicago, IL | Jan 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- CA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$328,571
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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