Dhr Advisory Services, LLC

Dhr Advisory Services, LLC (CRD# 154818) is a financial advisory firm headquartered in Phoenix, AZ. They manage $62,000,000 in 22 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $2,818,182
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Dhr Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David E. Sherman
CRD#: 3052242
3020 E. Camelback Road, Suite 213, Phoenix, AZ 85016
93
Wealthminder
score

David Sherman (CRD# 3052242) is an Investment Advisor Representative working at Dhr Advisory Services, LLC in Phoenix, AZ and has over 18 years of experience in the finance industry.

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