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 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.