Scharf Investments, LLC
Scharf Investments, LLC (CRD# 105508) is a financial advisory firm headquartered in Los Gatos, CA. They manage $3,416,596,270 in 1,158 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management3,417MILLION
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Total Number of Accounts1,158ACCOUNTS
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Average Account Value$2,950,429
- 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
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
George Gallucci (CRD# 4782630) is an Investment Advisor Representative working at Scharf Investments, LLC in Santa Cruz, CA and has 1 year of experience in the finance industry.
Gabe Houston (CRD# 5816779) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 9 years of experience in the finance industry.
Sam Kanagawa (CRD# 6548857) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, 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 Los Gatos, CA and has 1 year of experience in the finance industry.
Eric Lynch (CRD# 4317945) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 16 years of experience in the finance industry.
Robert Oquinn (CRD# 6074316) is an Investment Advisor Representative working at Scharf Investments, LLC in Jacksonville, FL and has over 8 years of experience in the finance industry. Robert Oquinn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Deborah Robinson (CRD# 2925401) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 9 years of experience in the finance industry.
Kenneth Vander Kooi (CRD# 2927188) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 7 years of experience in the finance industry.
Evan Jones (CRD# 5134573) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 11 years of experience in the finance industry. Evan Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Aaron Miller (CRD# 5732482) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 10 years of experience in the finance industry.