Unclaimed Profile

Kevin Raymond Harper

ALMANACK INVESTMENT PARTNERS, LLC·WAYNE, Pennsylvania

Clean recordALMANACK INVESTMENT PARTNERS, LLC

656 E SWEDESFORD ROAD, WAYNE, PA 19087CRD# 5507287Firm CRD# 282428

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Raymond Harper · WAYNE, PA

Registration

CRD #5507287 · ALMANACK INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Raymond Harper is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with ALMANACK INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ALMANACK INVESTMENT PARTNERS, LLC

ALMANACK INVESTMENT PARTNERS

AUM

$802M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALMANACK INVESTMENT PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5507287

Firm CRD# 282428

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Raymond Harper offer?

Kevin Raymond Harper specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Kevin Raymond Harper's credentials?

Kevin Raymond Harper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Raymond Harper located?

Kevin Raymond Harper is based in WAYNE, Pennsylvania, working with ALMANACK INVESTMENT PARTNERS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Kevin Raymond Harper charge for services?

Kevin Raymond Harper's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALMANACK INVESTMENT PARTNERS, LLC?

ALMANACK INVESTMENT PARTNERS, LLC has approximately 22 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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