S
$978.9K Total AUM
$978.9K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-21-2024
- Office Locations
- 1
Office Locations
-- NEW York NY
About Sharpely AI
Sharpely AI is a New York-based, retail-focused advisory firm that emphasizes portfolio construction and asset allocation, with investment exposure spanning mutual funds, fixed income, and cryptocurrency. The firm references a trading-algorithm approach and custodies with Interactive Brokers.
Team overview
-- AVG AGE
$978.9K AVG AUM / ADVISOR
$326.3K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Jason Daniel Collis
Chief Compliance Officer, FOUNDER, Senior Consultant
- CRD
- #7924442
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $978,923 | -- |
| Non-Discretionary | $0 | -- |
| Total | $978,923 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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