Sharkey Howes & Javer Inc
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
FINTRXOverview
Sharkey Howes & Javer Inc. is an independent registered investment adviser that has been SEC-registered since 1991. The firm operates as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection and educational workshops. Its fee arrangements include percentage-of-AUM, hourly and fixed-fee billing. The firm identifies as an active ESG investor and also engages third-party managers when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents6%
- Exchange Traded Equities2%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 170Active vs passive
$940M in ETFs
65%
$609M
21%
$331M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $128M | 167,259 | 13.62% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 720 S Colorado Blvd
- Time zone
- MT (UTC-7)
- Office locations
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