Sherman Asset Management, Inc.

Sherman Asset Management, Inc. (CRD# 170861) is a financial advisory firm headquartered in Ventura, CA. They manage $32,951,981 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at Sherman Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Roy D. Sherman
CRD#: 6312263
1500 Palma Dr., Suite 133, Ventura, CA 93003

Roy Sherman (CRD# 6312263) is an Investment Advisor Representative working at Sherman Asset Management, Inc. in Ventura, CA and has over 5 years of experience in the finance industry.

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