Sharma Sandeep (Fairport)
Sharma Sandeep is an adviser based in Fairport. It manages $23.73 million of regulatory assets for 109 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Sharma Sandeep provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Sharma Sandeep: assets under management
The assets under management (AUM) of Sharma Sandeep is $23.73 million. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Sharma Sandeep for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Fairport
The principal office where Sharma Sandeep performs its advisory services is located at 375 Woodcliff Drive, Fairport, NY 14450, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 585-385-0687 or by fax 585-385-0687. The normal business hours are 8:30am-5pm on Monday - Friday. You can find more information about the New York firm at truenorthadvisors.net.
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