Sharp Investments, Inc. (Beaverton)

Name: Sharp Investments, Inc.
Address: 13160 Sw Butner Road, Beaverton, OR, 97005
Telephone: 503-520-5000

Sharp Investments, Inc. is an adviser based in Beaverton. It manages $29.99 million of regulatory assets for 301 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Washington.

Sharp Investments provides portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sharp Investments: assets under management

The assets under management (AUM) of Sharp Investments, Inc. is $29.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.65 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sharp Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sharp Investments, Inc.

Daniel Sharp has been acting as President since 1 Jan 1998. Daniel Robert Sharp joined the executive team most recently as the President & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Sharp	President	1 Jan 1998	75% - 100%	2577734
Daniel Robert Sharp	President & chief compliance officer	1 Feb 2005	75% - 100%	2577734

Based in Beaverton

The principal office where Sharp Investments, Inc. performs its advisory services is located at 13160 Sw Butner Road, Beaverton, OR 97005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-520-5000 or by fax 503-520-5000. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.sharpinvestments.com.