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SHARPVUE CAPITAL, LLC

3700 Glenwood Ave.
Ste 530
Raleigh, North Carolina 27612
Tel: 919-890-0515

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About SHARPVUE CAPITAL, LLC

SHARPVUE CAPITAL, LLC, formally registered with the SEC as SHARPVUE CAPITAL, LLC. The firm was established in 09/19/2019. They have over 1 offices throughout the country.

SHARPVUE CAPITAL, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $317,877,140 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#304746
SEC#801-117360
Assets Managed by Firm$317,877,140
No. of Clients11
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total11$317,877,140

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