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SHARPEPOINT, LLC
PHOENIX, AZ
480-999-3033
SEC #801-119916Total AUM
$222.8M
Employees
5Clients
491Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5090 N. 40TH STREET
SUITE 200
PHOENIX
AZ 85018
United States
SUITE 200
PHOENIX
AZ 85018
United States
Operating Hours
8AM - 4PM
Monday - Friday
Monday - Friday
Phone
480-999-3033
Other Offices
1
Financials
Total AUM
$222.8M
Accounts
1,091Discretionary
$222.8M
Accounts
1,091Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
415AUM
$86.5M
HNW Individual Clients
64AUM
$124.1M
Pooled Vehicle Clients
1AUM
$4.7M
Pension/Profit Sharing Plan Clients
1AUM
$4.6M
Charitable Organization Clients
10AUM
$3M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOMINHNMTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.