Harper Capital Management, LLC

Harper Capital Management, LLC (CRD# 299877) is a financial advisory firm headquartered in , . They manage $2,300,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://harper.capital
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $328,571
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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 Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eswar Menon, financial advisor Walnut Creek CA
Eswar C. Menon
CRD#: 2719660
Walnut Creek, CA

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.

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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