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).
Total Assets Under Management167MILLION
Total Number of Accounts114ACCOUNTS
Average Account Value$1,461,165
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, NH, NY, PA, TX, VT
Peter Sherlock (CRD# 2490858) is an Investment Advisor Representative working at Sherlock Investment Management, Inc. in Brattleboro, VT and has over 23 years of experience in the finance industry.