Sharkey Howes & Javer Inc

RIASEC RegisteredEst. 1991

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$470K

Accounts

2,397

Employees

Advisory reps

Firm details

Headquarters: Denver, Colorado
CRD number: 106050
Registered since: February 28, 1991
Website: www.shwj.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.06%
Individuals18.48%
Pension & Profit Sharing Plans8.93%
Charitable Organizations0.51%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sharkey Howes & Javer Inc is an independent, individually owned registered investment adviser that has been SEC-registered since 1991 and functions as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutions, and offers services that include selection of other advisers, pension consulting, and educational seminars. Its fee model includes asset-based fees as well as hourly and fixed-fee arrangements. Sharkey Howes & Javer identifies as an active ESG investor and appears to focus on pooled public vehicles and third-party managers when implementing client portfolios.