Sherlock Investment Management, Inc.
Sherlock Investment Management, Inc. (CRD# 107186) is a financial advisory firm headquartered in Brattleboro, VT. They manage $166,572,807 in 114 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Sherlock Investment Management, Inc.
By the Numbers
-
Total Assets Under Management167MILLION
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Total Number of Accounts114ACCOUNTS
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Average Account Value$1,461,165
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH, NY, PA, TX, VT
Financial Advisors at Sherlock Investment Management, Inc.
No Advisor Found.
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