RIA · CRD 317645SEC-Registered

Updated:

Harper Financial Strategies

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

Harper Financial Strategies

HARPER FINANCIAL STRATEGIES, LLC is an SEC-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.

Is Harper Financial Strategies a single-family office?

The firm's type is not confirmed. Its name implies financial strategy or advisory services, but no official sources confirm whether it operates as a single-family office, multifamily office, or other entity.

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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