Hunter N. Harris
ALPINE ASSET MANAGEMENT
Zephyr Cove, NV 89448
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CRD#: 5880103
Professional summary
Hunter Norman Harris, CFP® is a registered financial advisor currently at ALPINE ASSET MANAGEMENT located in Zephyr Cove, Nevada.
Hunter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Hunter has worked at 1 firm .
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Baby Boomers
Business Owners
College/Education Planning
Entrepreneurs
Estate & Generational Planning...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business name: Hunter Harris Accounting and Tax This business is not investment-related Business address: 630 Tehama Dr. South Lake Tahoe, CA 96150 Sole proprietor providing accounting services and tax return preparation This is a separate business and is not related to Alpine Asset Management LLC Business start date is August 2023 Devote approximately 30-40 hours/month (varies based on tax deadlines) Sole proprietor responsible for providing all accounting and tax preparation services
CRS (Client Relationship Summary) - RIA
Click below to view Hunter Norman Harris's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
June 18, 2015 - Present
ALPINE ASSET MANAGEMENT
Office #1: 295 Us Hwy 50, Suite 12, Zephyr Cove, NV 89448RIA
CRD#: 174703
Zephyr Cove, NV
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/22/2015)
IAR
Nevada(6/18/2015)
Exams
Current Firm
ALPINE ASSET MANAGEMENT
ALPINE ASSET MANAGEMENT | ALPINE ASSET MANAGEMENT LLC
CRD#: 174703 / SEC#:
California
Registered Investment Advisory firm - (10/22/2015 Approved)Nevada
Registered Investment Advisory firm - (6/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
295 Us Hwy 50, Suite 12, Zephyr Cove, NV 89448
Mailing Address
Po Box 11742, Zephyr Cove, NV 89448
Phone number
(775) 339-8046
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 148 |
| AUM (Assets Under Management) | $ 47,864,309 |
Red Flags
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Company Information
ALPINE ASSET MANAGEMENT
CRD#: 174703Zephyr Cove, NV 89448TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
