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).

Current Firm Details
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032
http://scharfinvestments.com
By the Numbers
  • Total Assets Under Management
    4,541
    MILLION
  • Total Number of Accounts
    1,603
    ACCOUNTS
  • Average Account Value
    $2,832,555
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Scharf Investments, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Aaron Miller, financial advisor Los Gatos CA
Aaron D. Miller
CRD#: 5732482
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

Aaron Miller (CRD# 5732482) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 13 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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