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).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $151,919
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, GA

Financial Advisors at Harper Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian J. Harper
CRD#: 4010044
6680 Gunpark Drive, 202b, Boulder, CO 80301
96
Wealthminder
score

Brian Harper (CRD# 4010044) is an Investment Advisor Representative working at Harper Asset Management, LLC in Boulder, CO and has over 16 years of experience in the finance industry.

2
James C. Harper
CRD#: 5266805
Ponte Vedra, FL
93
Wealthminder
score

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.

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