|
⚲
|
| Sharkey Howes & Javer Inc
✚
| |
|---|---|
| CRD # | 106050 |
| SEC # | 801-38328 |
| CIK # | 0001642246 |
| AUM | $824.7 MM (2024-02-14) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 303-639-5100 |
| Address | 720 South Colorado Blvd Denver, CO 80246-1904 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 703 | 219.2 |
| (b) Individuals (high net worth individuals) | 225 | 600.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 5.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,478 | 824.7 |
| By Discretionary | ||
| Discretionary | 2,478 | 824.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,478 | 824.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 824.7 | |
| Total | 2,478 | 824.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001642246] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Private Client Services LLC
✚
|
KY | 0.8 |
|
Everest Financial Group LLC
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|
MN | 0.8 |
|
Opal Wealth Advisors LLC
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NY | 0.8 |
|
Coyle Financial Counsel LLC
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IL | 0.8 |
|
Reagan Companies Asset Management Inc
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NY | 0.8 |
|
The Joseph Group LLC
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OH | 0.8 |
|
Kelly Financial Group LLC
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|
CT | 0.8 |
|
Black Coral Financial Advisors LLC
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|
NJ | 0.8 |
|
Realta Investment Advisors Inc
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|
DE | 0.8 |
|
Financial Advisors Network Inc
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|
CA | 0.8 |