Financial Sherpa, Inc.
Financial Sherpa, Inc. (CRD# 282046) is a financial advisory firm headquartered in Murphys, CA. They manage $8,400,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts29ACCOUNTS
Average Account Value$289,655
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
James Beyersdorf (CRD# 2721811) is an Investment Advisor Representative working at Financial Sherpa, Inc. in Angels Camp, CA and has over 21 years of experience in the finance industry.