Arslan
Bahler

Harper Investing

CRD#6903770
Investment Advisor
in San Diego, CA

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About this Advisor

Arslan Bahler is a financial advisor based in San Diego, California, working with Harper Investing. Arslan has previously held positions at Qualified Planning, UCLA Extension, Pure Financial, and ESG Planning. Arslan has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Arslan is part of Harper Investing, which operates out of San Diego, California. The firm has 3 employees and manages assets totaling $101.4 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Harper Investing includes asset-based and hourly fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

San Diego, CA

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Harper Investing Brokerage Details

Total Assets Under Management

$101,418,083

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

885

CA Average: 3,727
Average Account Size

$114,597

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Arslan Bahler Work History

2020 - Present (5 years)

Esg Planning

2017 - 2020 (3 years)

Qualified Planning

2016 - 2017 (1 year)

Ucla Extension

2013 - 2016 (3 years)

Pure Financial

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Arslan Bahler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Harper Investing

Peter Bradshaw
Santa Clara, CA
Gage Campbell
Santa Clara, CA
Arslan Bahler
San Diego, CA
James Rukstalis
Santa Clara, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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