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Brian Alan Krawez

SCHARF INVESTMENTS, LLC·LOS GATOS, California
Clean recordSCHARF INVESTMENTS, LLC
16450 LOS GATOS BOULEVARD, SUITE 207, LOS GATOS, CA 95032CRD# 2426387Firm CRD# 105508

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Alan Krawez · LOS GATOS, CA
Registration
CRD #2426387 · SCHARF INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Alan Krawez is a registered financial advisor based in LOS GATOS, California, affiliated with SCHARF INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SCHARF INVESTMENTS, LLC
SCHARF INVESTMENTS, LLC
AUM
$4.5B
Regulatory assets under management
Employees
23
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2426387
Firm CRD# 105508
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Alan Krawez offer?
Brian Alan Krawez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS GATOS, California for a consultation.
What are Brian Alan Krawez's credentials?
Brian Alan Krawez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Alan Krawez located?
Brian Alan Krawez is based in LOS GATOS, California, working with SCHARF INVESTMENTS, LLC. Their office serves clients in the LOS GATOS metropolitan area and surrounding communities.
How does Brian Alan Krawez charge for services?
Brian Alan Krawez's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHARF INVESTMENTS, LLC?
SCHARF INVESTMENTS, LLC has approximately 23 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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