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SCHARF INVESTMENTS, LLC
SCHARF INVESTMENTS, LLC
LOS GATOS, California
·
4 registered advisors
·
CRD# 105508
SEC# 801-18799
1
831-429-6513
01
Firm Overview
AUM
$4.5B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SCHARF INVESTMENTS, LLC
4 registered advisors
Brian Alan Krawez
LOS GATOS, California
CRD# 2426387
Jason Adam Marcus
LOS GATOS, California
CRD# 5657165
Jeffrey Robert Scharf
SCOTTS VALLEY, California
CRD# 5267192
Karen Krawez
LOS GATOS, California
CRD# 6872204
05
Office Locations
LOS GATOS, California
3 advisors
SCOTTS VALLEY, California
1 advisor
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Data sourced from SEC Form ADV filings. SCHARF INVESTMENTS, LLC (CRD# 105508) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.