Sharper Image Financial Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 330048
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals67.6%
- HNWI32.4%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sharper Image Financial Services, LLC is an independent registered investment adviser organized as an LLC. The firm serves individual and family clients, offering fee arrangements that include both a percentage-of-assets model and fixed fees. Core advisory services are financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Sharper Image is not identified as a capital allocator, is not active on ESG investing, and does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds63%
- Exchange Traded Equities26%
- Cash & Cash Equivalents7%
- Other3%
- US Government Bonds1%
Contacts
2 of 2
Jarrett Sharp
OwnerCRD 7187369
Emmett Fehlau-Barton
Financial PlannerCRD 7902569
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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