Sharpepoint, LLC

Sharpepoint, LLC (CRD# 290719) is a financial advisory firm headquartered in Phoenix, AZ. They manage $147,952,213 in 1,043 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
5090 N. 40th Street, Suite 200, Phoenix, AZ 85018
https://www.linkedin.com/company/sharpepoint-private-client-group/
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    1,043
    ACCOUNTS
  • Average Account Value
    $141,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, MI, NH, NM, TX, WA

Financial Advisors at Sharpepoint, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Daniel Laraway, financial advisor Phoenix AZ
Daniel J. Laraway
CRD#: 728337
5090 N. 40th Street, Suite 200, Phoenix, AZ 85018

Daniel Laraway (CRD# 728337) is an Investment Advisor Representative working at Sharpepoint, LLC in Phoenix, AZ and has over 43 years of experience in the finance industry.

2
Jason McCaleb, financial advisor Phoenix AZ
Jason L. McCaleb
CRD#: 3251665
5090 N. 40th Street, Suite 200, Phoenix, AZ 85018

Jason McCaleb (CRD# 3251665) is an Investment Advisor Representative working at Sharpepoint, LLC in Phoenix, AZ and has over 23 years of experience in the finance industry.

3
Kevin Palmer, financial advisor Phoenix AZ
Kevin J. Palmer
CRD#: 1370541
5090 N. 40th Street, Suite 200, Phoenix, AZ 85018

Kevin Palmer (CRD# 1370541) is an Investment Advisor Representative working at Sharpepoint, LLC in Phoenix, AZ and has over 38 years of experience in the finance industry.

4
Brian Robinson, financial advisor Phoenix AZ
Brian D. Robinson
CRD#: 4299085
5090 N. 40th Street, Suite 200, Phoenix, AZ 85018

Brian Robinson (CRD# 4299085) is an Investment Advisor Representative working at Sharpepoint, LLC in Phoenix, AZ and has over 23 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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