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- Custodian
- Altruist · Charles Schwab & Company · Principal · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-29-2024
- Office Locations
- 1
Office Locations
About Sharpedge Financial
SharpEdge Financial is a fee-only, independent fiduciary RIA focused on financial planning for Millennial and Gen Z attorneys, including Big Law, in-house counsel, and law firms. Based in Dallas, TX and serving clients virtually nationwide, founder Joel Chouinard provides holistic planning (cash flow, taxes, action plans) with optional investment management delivered through a personal finance portal. Featured in Law.com and Lawline.
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Investment Vehicles
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Owner & Executives
Joel Gervais Chouinard
Chief Compliance Officer, Financial Consultant, President
- CRD
- #6936071
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,700,000 | -- |
| Non-Discretionary | $3,833,000 | -- |
| Total | $9,533,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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