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).
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Total Assets Under Management148MILLION
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Total Number of Accounts1,043ACCOUNTS
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Average Account Value$141,853
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
AZ, CA, CO, MI, NH, NM, TX, WA
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.
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.
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.
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.