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SHARP FINANCIAL
100 Tournament Drive
Suite 310
Horsham, Pennsylvania 19044
Tel: (215) 659-2130
About SHARP FINANCIAL
SHARP FINANCIAL, formally registered with the SEC as SHARP FINANCIAL. The firm was established in 10/03/2017. They have over 7 offices throughout the country.
SHARP FINANCIAL is a Horsham, Pennsylvania based Financial Planning firm with nearly $304,724,354 assets under management, offering retirement planning & investment advisory services to 362 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289325 |
| SEC# | 801-111775 |
| Assets Managed by Firm | $304,724,354 |
| No. of Clients | 362 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 362 | $304,724,354 |
| Individuals (other than high net worth individuals) | 81 | $22,060,376 |
| High net worth individuals | 50 | $244,518,138 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,862,958 |
| Other investment advisers | Fewer than 5 clients | $28,378,417 |
| Corporations or other businesses | 5 | $4,904,465 |
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