Scharf Investments, LLC
Scharf Investments, LLC (CRD# 105508) is a financial advisory firm headquartered in Los Gatos, CA. They manage $4,540,586,379 in 1,603 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management4,541MILLION
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Total Number of Accounts1,603ACCOUNTS
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Average Account Value$2,832,555
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Daniel D'orazio (CRD# 4818393) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 6 years of experience in the finance industry.
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 12 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 8 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 Los Gatos, CA and has over 19 years of experience in the finance industry.
Robert O'quinn (CRD# 6074316) is an Investment Advisor Representative working at Scharf Investments, LLC in Jacksonville, FL and has over 11 years of experience in the finance industry.
Deborah Robinson (CRD# 2925401) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 12 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 10 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 15 years of experience in the finance industry.