Sheridan Capital Management, LLC
Sheridan Capital Management, LLC (CRD# 156705) is a financial advisory firm headquartered in San Rafael, CA. They manage $159,785,431 in 240 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management160MILLION
-
Total Number of Accounts240ACCOUNTS
-
Average Account Value$665,773
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, TX, WA
Financial Advisors at Sheridan Capital Management, LLC
1
Conor Sheridan (CRD# 2377368) is an Investment Advisor Representative working at Sheridan Capital Management, LLC in San Rafael, CA and has over 30 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.