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- Custodian
- Fidelity/NFS · Hilltop Securities · Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-07-2017
- Office Locations
- 1
Office Locations
About AMY T. Sharp, CFP, LLC
Amy T. Sharp, CFP LLC is a boutique RIA providing comprehensive financial planning and investment analysis for individuals and business owners, with quarterly reviews and complimentary annual education-focused planning. Portfolios are implemented primarily via ETFs and investment-grade corporate bonds in SMAs. RIA services are delivered by the firm, with clearing and custody through Fidelity Institutional Wealth Services.
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Owner & Executives
AMY THERESE SHARP
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #2496032
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,394,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,394,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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