Sheffield Investment Management LLC

Sheffield Investment Management LLC (CRD# 105189) is a financial advisory firm headquartered in Atlanta, GA. They manage $85,816,216 in 150 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $572,108
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, GA, LA, TX

Financial Advisors at Sheffield Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roger A. Sheffield
CRD#: 1280263
900 Circle 75 Parkway, Suite 750, Atlanta, GA 30339
96
Wealthminder
score

Roger Sheffield (CRD# 1280263) is an Investment Advisor Representative working at Sheffield Investment Management LLC in Atlanta, GA and has over 32 years of experience in the finance industry.

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