Sheridan Capital Management, LLC

Sheridan Capital Management, LLC (CRD# 156705) is a financial advisory firm headquartered in San Rafael, CA. They manage $170,496,415 in 224 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6 Mt. Tenaya Court, San Rafael, CA 94903
http://www.sheridancapitalmanagement.com
By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $761,145
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
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.

CA, TX, WA

Financial Advisors at Sheridan Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Conor Sheridan, financial advisor San Rafael CA
Conor M. Sheridan
CRD#: 2377368
6 Mt. Tenaya Court, San Rafael, CA 94903

Conor Sheridan (CRD# 2377368) is an Investment Advisor Representative working at Sheridan Capital Management, LLC in San Rafael, CA and has over 27 years of experience in the finance industry.

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