Sharp Investments, Inc.

Sharp Investments, Inc. (CRD# 117085) is a financial advisory firm headquartered in , . They manage $26,940,000 in 139 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.sharpinvestments.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $193,813
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Sharp Investments, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Sharp, financial advisor Sisters OR
Daniel R. Sharp
CRD#: 2577734
Sisters, OR

Daniel Sharp (CRD# 2577734) is an Investment Advisor Representative working at Sharp Investments, Inc. in Sisters, OR and has over 29 years of experience in the finance industry.

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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