CRD: 151758
Harper Financial Group
Tifton, GA, 31794
2293820966
$4.8M Total AUM
$4.8M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- --
- Platforms
- --
- Established Date
- 10-06-2009
- Office Locations
- 1
Office Locations
127 N Central Avenue Tifton GA
About Harper Financial Group
Harper Financial Group is a Tifton-based RIA. The firm has been operating for 16 years. Managing $4.8M in total assets under management, with 1 advisory representatives. They custody assets with Trade-PMR. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
$184.6K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
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Owner & Executives
H
HAROLD GRIFFIN HARPER JR
Managing Member
- CRD
- #3156221
- Ownership
- 75% or more
(488) 300-2503
oak.quantum@northcapital.com
in linkedin.com/in/pathway-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,800,000 | -- |
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