HARPER ASSET MANAGEMENT, LLC

HARPER ASSET MANAGEMENT, LLC of LONGMONT, CO is an SEC-registered investment adviser (CRD 334492). Regulatory assets under management: $46.0M.

Registration

• CRD: 334492
• Type: Registered investment adviser
• Location: 712 MAIN ST, LONGMONT, CO, 80501
• Phone: 404-451-7432
• Latest filing: 2026-06-16
• Regulatory AUM: $46.0M
• Discretionary AUM: $46.0M
• Clients: 1
• Accounts: 229

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334492 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search