Scharf Investments, LLC
Scharf Investments, LLC (CRD# 105508) is a financial advisory firm headquartered in Scotts Valley, CA. They manage $5,118,026,785 in 2,640 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management5,118MILLION
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Total Number of Accounts2,640ACCOUNTS
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Average Account Value$1,938,647
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV
Eric Lynch (CRD# 4317945) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 13 years of experience in the finance industry.
Michael Allard (CRD# 2461271) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 23 years of experience in the finance industry.
Loren Kinczel (CRD# 2772548) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 6 years of experience in the finance industry.
Gabe Houston (CRD# 5816779) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 5 years of experience in the finance industry.
Maria Kouzmenko (CRD# 6033834) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 5 years of experience in the finance industry.
Brian Krawez (CRD# 2426387) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has 1 year of experience in the finance industry.
Deborah Robinson (CRD# 2925401) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 5 years of experience in the finance industry.
Kenneth Vander Kooi (CRD# 2927188) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 4 years of experience in the finance industry.
Riley Barr (CRD# 5992701) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 4 years of experience in the finance industry.
Lisa Pastushok (CRD# 6319220) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 3 years of experience in the finance industry.