3700 Glenwood Ave.
Ste 530
Raleigh, North Carolina 27612
Tel: 919-890-0515
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304746 |
| SEC# | 801-117360 |
| Assets Managed by Firm | $317,877,140 |
| No. of Clients | 11 |
| No. of Advisors | 9 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $317,877,140 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $852,173,054,617 | 100603 | 1554 | |
| $429,024,440,167 | 9416 | 1015 | |
| $307,726,562,224 | 343 | 985 | |
| $300,798,686,558 | 8078 | 513 | |
| $137,561,001,775 | 6685 | 31 |
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