Be advised. This firm is no longer registered.

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
By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • 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
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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