SCHARF INVESTMENTS, LLC

16450 Los Gatos Boulevard, Suite 207
Los Gatos, California 95032
Tel: 831-429-6513

About SCHARF INVESTMENTS, LLC

SCHARF INVESTMENTS, LLC, formally registered with the SEC as SCHARF INVESTMENTS, LLC. The firm was established in 05/06/1983. They have over 2 offices throughout the country.

SCHARF INVESTMENTS, LLC is a Los Gatos, California based Financial Planning firm with nearly $4,540,586,379 assets under management, offering retirement planning & investment advisory services to 1603 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105508
SEC#	801-18799
Assets Managed by Firm	$4,540,586,379
No. of Clients	1603
No. of Advisors	23

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (MODEL RECOMMENDATIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1603	$4,540,586,379
High net worth individuals	1497	$1,899,172,518
Pension and profit sharing plans	17	$371,432,761
Charitable organizations	23	$100,233,535
Other investment advisers	7	$1,278,265,098
Corporations or other businesses	53	$229,848,519

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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