Sharkey Howes & Javer Inc
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Overview
Sharkey Howes & Javer Inc is a financial advisor company based in Denver, Colorado. The firm oversees $765.2 million in assets under management across 2,702 customer accounts, making it one of the bigger firms in the United States by assets under management (AUM). It has a small group, including 7 financial advisors. Sharkey Howes & Javer Inc is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable financial investments like bonds, options and equities.
Sharkey Howes & Javer Inc administers all of the company's client assets in a discretionary manner. Discretionary management means that an investment advisor makes transaction choices without requiring client consent. The advisory firm's typical account size is $283,198. The average financial advisor at Sharkey Howes & Javer Inc oversees about 386 client accounts.
The company's central office is located at 720 South Colorado Blvd, Denver, Colorado 80246-1904. The company is legally registered to serve customers throughout 15 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sharkey Howes & Javer Inc by the Numbers
$765.2 million
13
2,702
$283.2 thousand
Products and Services
Sharkey Howes & Javer Inc offers a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. In the past financial year, the firm provided financial planning services to 11-25 of its customers. Sharkey Howes & Javer Inc is involved in selling products or offering services aside from investment advisory services to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually are based on the financial services offered. However, fee types billed by Sharkey Howes & Javer Inc likely include any combination of the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to retail investors, high net worth investors and charitable organizations. Out of its 2,702 accounts, Sharkey Howes & Javer Inc's biggest client type is retail investors, though it also manages money for 218 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 21.76%
- Other Individuals - 77.54%
- Corporations - 0%
- Charitable Organizations - 0.7%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sharkey Howes & Javer Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sharkey Howes & Javer Inc
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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