Sharma Associates, Inc.
Sharma Associates, Inc. (CRD# 121347) is a financial advisory firm headquartered in , . They manage $4,073,972 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts29ACCOUNTS
Average Account Value$140,482
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Hans Sharma (CRD# 1920833) is an Investment Advisor Representative working at Sharma Associates, Inc. in Conshohocken, PA and has over 28 years of experience in the finance industry. Hans Sharma 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.