SHARMA ASSOCIATES, INC.

SHARMA ASSOCIATES, INC. is an SEC-registered investment adviser (CRD 121347). Regulatory assets under management: $20.2M.

Registration

• CRD: 121347
• Type: Registered investment adviser
• Phone: 610-828-8253
• Latest filing: 2026-05-14
• Regulatory AUM: $20.2M
• Non-discretionary AUM: $20.2M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 121347 on SEC IAPD (source of record)
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