Harper Asset Management, LLC
Harper Asset Management, LLC (CRD# 116213) is a financial advisory firm headquartered in Boulder, CO. They manage $18,078,326 in 119 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts119ACCOUNTS
Average Account Value$151,919
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, GA
Brian Harper (CRD# 4010044) is an Investment Advisor Representative working at Harper Asset Management, LLC in Boulder, CO and has over 17 years of experience in the finance industry.
James Harper (CRD# 5266805) is an Investment Advisor Representative working at Harper Asset Management, LLC in Ponte Vedra, FL and has over 9 years of experience in the finance industry.