Harper Associates, LLC is an adviser based in Staten Island. It manages $5.1 million of regulatory assets for 156 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of New Jersey and New York.
Harper Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Harper Associates, LLC is $5.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Harper Associates, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Harper Associates, LLC performs its advisory services is located at 4062 Amboy Road, Staten Island, NY 10308, which is also the mailing address of the firm. An additional office of the firm is in Matawan, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-433-3171 or by fax 516-433-2084. The normal business hours are 9am - 5pm on Monday - Friday.