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Sharkey Howes & Javer
Founded in 1990, Sharkey Howes & Javer delivers wealth management and registered investment advisory services from its headquarters in Denver, Colorado.
Sharkey Howes & Javer
Founded in 1990, Sharkey Howes & Javer delivers wealth management and registered investment advisory services from its headquarters in Denver, Colorado. The firm serves a client base spanning individuals, business entities, trustees, and pension plans. Its service model integrates investment advisory with financial, tax, estate, and insurance planning — positioning it as a comprehensive planning-led practice rather than a pure-play asset gatherer. The firm's advisory offering covers portfolio management and investment management, typically characteristic of a fiduciary RIA construct. While specific mandates or asset-class tilts are not publicly detailed, firms of this profile in the Denver market commonly build diversified portfolios across equities, fixed income, and alternatives for a high-net-worth clientele. The absence of publicly named portfolio companies or dedicated fund vehicles suggests a customized, separately managed account orientation rather than a GP-led direct-investment strategy. The practice's geographic footprint remains rooted in Colorado, reflecting a focused regional presence. Sharkey Howes & Javer's operational scale is not disclosed. No adjacent venture arms, philanthropic foundations, or club-investing structures are publicly associated with the firm. The entity traces back to 1990, making it a 35+ year practice within the independent advisor landscape. No major operational announcements — such as team expansions, acquisitions, or strategic repositioning — have surfaced in the recent 24-month cycle, reinforcing its steady-state advisory posture. Structurally, the firm's differentiator is its longevity within a planning-centric RIA framework. Unlike asset-management boutiques that scale through fund launches, Sharkey Howes & Javer appears built around multi-decade advisory relationships. The architecture ties investment management to tax, estate, and insurance under one fiduciary roof — a model that favors client retention and advice continuity over rapid AUM accumulation.
General information
Firm type
Bank / Wealth / Trust
Year founded
1990
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Denver
Corporate office
Denver, CO, United States
Frequently asked questions
What services does Sharkey Howes & Javer provide?
The firm offers investment advisory, portfolio management, financial planning, tax planning, estate planning, and insurance planning. Its service model is structured to deliver integrated wealth management from a single fiduciary point of contact. The client base includes individuals, businesses, trustees, and pension plans.
Who are the key investment decision-makers at Sharkey Howes & Javer?
Specific named principals are not publicly identified in available records. The firm operates as an established RIA, and the founding generation — Sharkey, Howes, and Javer — likely held the initial leadership roles. Current control persons and investment committee membership would be detailed in the firm's Form ADV, which is publicly accessible through the SEC's Investment Adviser Public Disclosure database.
How does the firm charge for its services?
As a registered investment adviser, Sharkey Howes & Javer likely utilizes a fee-based model common among independent RIAs, such as a percentage of assets under management, hourly charges, or fixed retainer fees. The exact fee schedule would be disclosed in the firm's Form ADV Part 2A brochure. No performance-fee or carried-interest structures are publicly associated with the firm.
Does Sharkey Howes & Javer manage proprietary funds or institutional capital?
There is no public record of proprietary mutual funds, ETFs, or LP-structured investment vehicles managed by Sharkey Howes & Javer. The firm's registered advisory profile suggests client assets are managed through separately managed accounts or via third-party platform models rather than commingled fund structures.
Is Sharkey Howes & Javer affiliated with a larger financial institution or broker-dealer?
No public evidence indicates affiliation with a larger bank, broker-dealer, or roll-up RIA platform. The firm operates under its own brand and likely serves as an independently owned practice. Any custodian relationships — such as with Schwab or Fidelity — would be standard operational partnerships, not ownership ties.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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