Sheridan Capital Management, LLC
Sheridan Capital Management, LLC (CRD# 156705) is a financial advisory firm headquartered in San Francisco, CA. They manage $125,600,000 in 196 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management126MILLION
Total Number of Accounts196ACCOUNTS
Average Account Value$640,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Conor Sheridan (CRD# 2377368) is an Investment Advisor Representative working at Sheridan Capital Management, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.