Sherman Asset Management, Inc.
Sherman Asset Management, Inc. (CRD# 170861) is a financial advisory firm headquartered in Ventura, CA. They manage $121,813,639 in 101 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sherman Asset Management, Inc.
By the Numbers
-
Total Assets Under Management122MILLION
-
Total Number of Accounts101ACCOUNTS
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Average Account Value$1,206,076
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Sherman Asset Management, Inc.
1
Roy Sherman (CRD# 6312263) is an Investment Advisor Representative working at Sherman Asset Management, Inc. in Ventura, CA and has over 11 years of experience in the finance industry.
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