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, privately owned registered investment adviser that has been operating since 1991. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that combines financial planning, portfolio management, pension consulting and adviser selection services. Fee arrangements include assets-under-management fees as well as hourly and fixed-fee engagements. The firm also identifies as an active ESG investor and conducts educational seminars and workshops as part of its client service mix.