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Building 2SHARP FINANCIAL

Map pinHORSHAM, PA
Phone(215) 659-2130
NotebookSEC #801-111775
Total AUM
$502.1M
Employees
9
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 TOURNAMENT DRIVE
SUITE 310
HORSHAM
PA 19044
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(215) 659-2130
Other Offices
7

ReceiptFinancials

Total AUM
$502.1M
Accounts
512
Discretionary
$294.6M
Accounts
499
Non-Discretionary
$207.5M
Accounts
13

ContactClients

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Individual Clients
110
AUM
$38.9M
HNW Individual Clients
68
AUM
$417.4M
Pension/Profit Sharing Plan Clients
5
AUM
$8.5M
Investment Advisor Clients
1
AUM
$31.4M
Corporation or Business Clients
11
AUM
$5.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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