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Home > Retirement Planners > arizona > phoenix > SHARPEPOINT, LLC
SHARPEPOINT, LLC
5090 N. 40th Street
Suite 200
Phoenix, Arizona 85018
Tel: 480-999-3033
About SHARPEPOINT, LLC
SHARPEPOINT, LLC, formally registered with the SEC as SHARPEPOINT, LLC. The firm was established in 12/03/2020. They have over 2 offices throughout the country.
SHARPEPOINT, LLC is a Phoenix, Arizona based Financial Planning firm with nearly $147,952,213 assets under management, offering retirement planning & investment advisory services to 1043 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290719 |
| SEC# | 801-119916 |
| Assets Managed by Firm | $147,952,213 |
| No. of Clients | 1043 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1043 | $147,952,213 |
| Individuals (other than high net worth individuals) | 396 | $74,513,102 |
| High net worth individuals | 55 | $64,357,867 |
| Pension and profit sharing plans | 1 | $3,176,015 |
| Charitable organizations | 8 | $1,610,566 |
| Corporations or other businesses | 2 | $1,078,476 |
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