S
$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
2 Employees
18 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-25-2024
- Office Locations
- 2
Office Locations
-- Erie CO
-- Lyons CO
About Sharper Image Financial Services, LLC
Sharper Image Financial Services, LLC is a Colorado-based retail RIA providing financial planning, estate planning, and investment management with an asset-allocation and risk-management approach. Portfolios use primarily public funds and ETFs, with some cash and U.S. government/agency exposure. The firm reports custody with Charles Schwab.
Team overview
24 AVG AGE
$895.6K AVG AUM / ADVISOR
$99.5K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
Jarrett Ian Sharp
Associate, Chief Compliance Officer
- CRD
- #7187369
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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E
Emmett Fehlau-Barton
--
- CRD
- #7902569
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,791,153 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,791,153 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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