RIA Intel›Advisers›Georgia›H.G. HARPER FINANCIAL GROUP LLC

H.G. HARPER FINANCIAL GROUP LLC

Advisory

TIFTON, GA

Data as of Nov 14, 2014 · Source: SEC Form ADV

Average account

$145K

across 33 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 14, 2014.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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