This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- CrestFoundation bridge
- Established Date
- 06-18-2015
- Office Locations
- 1
Office Locations
About Alpine Asset Management
Alpine Asset Management is a fee-only, fiduciary financial planning and investment management firm serving individuals and families in the Lake Tahoe/Reno region and virtually nationwide. The practice offers in-depth planning and personalized portfolio management for a flat annual fee (no commissions). Led by Hunter Harris, CFP® and CFA®, portfolios are primarily built with ETFs and public funds, with Schwab among reported custodians.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HUNTER NORMAN HARRIS
Chief Compliance Officer, Financial Advisor, Managing Member, Owner, President
- CRD
- #5880103
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,727,899 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,727,899 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $51,727,899
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,319,744,655 | 16.3% |
| Equity - Exchange | $1,028,267,308 | 12.7% |
| U.S. Government/Agency | $1,157,812,795 | 14.3% |
| Cash | $1,076,846,866 | 13.3% |
| Other | $1,263,068,504 | 15.6% |
| Equity - OTC | $1,230,682,132 | 15.2% |
| Municipal Bonds | $1,020,170,715 | 12.6% |
| Total | $8,096,592,975 | 100.0% |