Sharkey Howes & Javer Inc

RIASEC Registered

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 registered investment adviser organized as a corporation and operating since the early 1990s. The firm serves both individual and institutional clients and acts as a capital allocator, combining discretionary portfolio management with financial planning and advisor-selection services. Its advisory offering includes portfolio management for individuals, small businesses and institutions, pension consulting, financial planning, and educational seminars and workshops. The firm reports being an active ESG investor and uses a mix of fee arrangements, including percentage of assets under management, hourly charges and fixed fees.