$13.4M Total AUM
$13.4M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-24-2007
- Office Locations
- 1
Office Locations
THE Vibe Miami 700 SW 1ST St. Miami FL
About Shareks Stock Portfolios
Sharek’s Stock Portfolios is a Miami-based RIA led by David Sharek, providing discretionary growth-stock portfolio management for individuals (including IRAs and 401(k) rollovers) supported by proprietary stock research and stock education. Sharek has written 2,500+ equity research reports and published The School of Hard Stocks. Clients can view holdings online; custody includes Interactive Brokers.
Team overview
-- AVG AGE
$13.4M AVG AUM / ADVISOR
$791.1K AVG AUM / CLIENT
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Available
CRM
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DAVID EDWIN SHAREK
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #3208420
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,449,303 | $106,877 |
| Non-Discretionary | $0 | -- |
| Total | $13,449,303 | $106,877 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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