Assets Under Management
$4.2B
Number of Clients
1,523
Number of Advisors
9
Average Client AUM
$2.8M
AUM per Advisor
$469.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Scharf Investments, LLC offers tailored investment advice and portfolio management to individuals, registered investment companies, retirement accounts, trusts, family offices, corporations, endowments, and foundations. They invest in equity and fixed income securities, and offer financial planning services covering retirement, estate, business succession, education, and investment planning.
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA, 95032