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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-16-2001
- Office Locations
- 1
Office Locations
About Sharma Associates, Inc.
Sharma Associates, Inc. is an independent, fee-based RIA led by CFP professional Hans R. Sharma. The firm focuses on comprehensive financial and retirement income planning for individuals, families, and small business owners, building customized ETF-based portfolios aligned to client risk tolerance and time horizon. Client assets are custodied at Charles Schwab, where Sharma also operates as an institutional broker, giving clients direct portfolio access.
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Investment Themes
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Owner & Executives
Hans R Sharma
Owner, President
- CRD
- #1920833
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,175,909 | -- |
| Total | $20,175,909 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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