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).
Total Assets Under Management86MILLION
Total Number of Accounts150ACCOUNTS
Average Account Value$572,108
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, LA, TX
Roger Sheffield (CRD# 1280263) is an Investment Advisor Representative working at Sheffield Investment Management LLC in Atlanta, GA and has over 33 years of experience in the finance industry.