Harper Investing

Harper Investing (CRD# 309501) is a financial advisory firm headquartered in Santa Clara, CA. They manage $101,418,083 in 885 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2005 De La Cruz Blvd #120, Santa Clara, CA 95050
https://harperinvesting.com/
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    885
    ACCOUNTS
  • Average Account Value
    $114,597
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Harper Investing
Showing 1 - 3 of 3 top financial advisors.
1
Arslan Bahler, financial advisor San Diego CA
Arslan B. Bahler
CRD#: 6903770
San Diego, CA

Arslan Bahler (CRD# 6903770) is an Investment Advisor Representative working at Harper Investing in San Diego, CA and has over 6 years of experience in the finance industry.

2
Peter Bradshaw, financial advisor Santa Clara CA
Peter Bradshaw
CRD#: 6997508
2005 De La Cruz Blvd., Suite 131, Santa Clara, CA 95050

Peter Bradshaw (CRD# 6997508) is an Investment Advisor Representative working at Harper Investing in Santa Clara, CA and has over 5 years of experience in the finance industry.

3
James Rukstalis, financial advisor Santa Clara CA
James R. Rukstalis
CRD#: 6736220
2005 De La Cruz Blvd #120, Santa Clara, CA 95050

James Rukstalis (CRD# 6736220) is an Investment Advisor Representative working at Harper Investing in Santa Clara, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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