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RIA · CRD 317645State-Registered Investment Adviser

Updated:

Harper Financial Strategies

HARPER FINANCIAL STRATEGIES, LLC is a state-registered investment adviser with $39 million in regulatory assets under management. The firm manages $37...

Overview

HARPER FINANCIAL STRATEGIES, LLC is a state-registered investment adviser with $39 million in regulatory assets under management. The firm manages $37 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

Who runs Harper Financial Strategies?

No named principals or executives are publicly associated with the firm. The firm's leadership is not disclosed in public records or regulatory filings.

What is the wealth origin behind Harper Financial Strategies?

The source of wealth, if any, is not publicly disclosed. No family name or industry background has been linked to the firm.

What investment strategy does the firm follow?

No investment strategy, asset class preferences, or sector focus are publicly available. The firm has not disclosed any portfolio holdings or deal activity.

Where is Harper Financial Strategies headquartered?

The firm is based in the United States. Its specific city or address is not publicly listed in available records.

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