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Daniel Robert Sharp

Sharp Investments, Inc.

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About Daniel Robert Sharp

Daniel Robert Sharp is an Investment Advisor Representative for Sharp Investments, Inc. Daniel Robert Sharp has been with Sharp Investments, Inc. since April 1995. Daniel Robert Sharp is registered in Oregon, and is a member of the Investment Adviser Association.

Firm Information

Daniel Sharp is currently registered with Sharp Investments, Inc.. Sharp Investments, Inc. is an investment advisor with 1 Investment Adviser Representative. They manage approximately $26.94 million in assets for 139 clients. They offer portfolio management for individuals and primarily serve High Net Worth Individuals (25 clients, $21.6 million) and Individuals Other Than High Net Worth (15 clients, $5.34 million). Their website is HTTP://WWW.SHARPINVESTMENTS.COM.

$26.94M

Assets Under Management

40

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Sharp’s Registration & Firm History

OR

04/12/1995 - Present

Sharp Investments, Inc. (Sisters OR)

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Licenses & Designations

IA

Issued 01/23/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Robert Sharp.
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