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Building 2SHARPEPOINT, LLC

Map pinPHOENIX, AZ
Phone480-999-3033
NotebookSEC #801-112247
Total AUM
$89.3M
Employees
9
Clients
518

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5090 N. 40TH STREET
SUITE 200
PHOENIX
AZ 85018
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
480-999-3033
Other Offices
1

ReceiptFinancials

Total AUM
$89.3M
Accounts
832
Discretionary
$88.9M
Accounts
823
Non-Discretionary
$385.3K
Accounts
9

ContactClients

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Individual Clients
485
AUM
$53.5M
HNW Individual Clients
28
AUM
$34.6M
Charitable Organization Clients
5
AUM
$1.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTX

HandshakeAffiliates

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

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