Sharpepoint LLC
Legal Name: SHARPEPOINT, LLC
Full Contact Details
Sharpepoint LLC
5090 N. 40TH STREET, SUITE 200, PHOENIX, AZ
480-999-3033
480-999-3034
Other Info
SHARPEPOINT, LLC is an Arizona-based Limited Liability Company with 7 employees, 5 of whom serve in advisory roles. Despite serving a single client, the firm's SEC status is listed as 120-Day Approval, indicating its sound regulatory compliance.
Wealth Management, Investment Strategy, SynerG Solutions | SharpePoint
At SharpePoint Private Client Group, finance is our first language. We craft custom plans to meet your financial life goals and build a sustainable future.
Website
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Certified Financial Planner® in Pinetop, AZ | McCaleb Wealth Management
McCaleb Wealth Management is the premier financial advising firm in Northern Arizona. We specialize in goal-oriented wealth management. Call us!
Direct Owners
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BRIAN DAVID ROBINSON
CHIEF COMPLIANCE OFFICER owns less than 5%
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REGAN & ASSOCIATES LLC
MANAGING MEMBER owns more than 50% but less than 75%
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ROBINSON FINANCIAL ADVISORS, L.L.C.
MANAGING MEMBER owns more than 50% but less than 75%
Indirect Owners
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BRIAN DAVID ROBINSON
MANAGING MEMBER owns 75% or more
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JAMES B REGAN
MANAGING MEMBER owns 75% or more