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
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.

FL, MA, NH, NY, PA, TX, VT

Financial Advisors at Sherlock Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Peter A. Sherlock
CRD#: 2490858
P.o. Box 2325, 974 Western Ave., Brattleboro, VT 05303
96
Wealthminder
score

Peter Sherlock (CRD# 2490858) is an Investment Advisor Representative working at Sherlock Investment Management, Inc. in Brattleboro, VT and has over 22 years of experience in the finance industry.

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