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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-12-2018
- Office Locations
- 2
Office Locations
About Sharpepoint, LLC
SharpePoint is an independent Phoenix-based RIA providing fiduciary financial planning and investment management for busy professionals balancing today’s demands with long-term goals. Its signature SynerG process is a turnkey, step-by-step framework to organize a client’s full financial picture and guide major decisions. Portfolios lean on ETFs and public funds with an allocation toolkit that includes investment-grade fixed income; custody includes Schwab.
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Owner & Executives
BRIAN DAVID ROBINSON
Chief Compliance Officer, Financial Advisor
- CRD
- #4299085
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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DANIEL JAMES LARAWAY
Wealth Advisor
- CRD
- #728337
JASON LEE MCCALEB
Financial Advisor
- CRD
- #3251665
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,806,601 | $204,222 |
| Non-Discretionary | $0 | -- |
| Total | $222,806,601 | $204,222 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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