Sherman Asset Management, Inc.
Sherman Asset Management, Inc. (CRD# 170861) is a financial advisory firm headquartered in Westlake Village, CA. They manage $20,584,934 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$571,804
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Roy Sherman (CRD# 6312263) is an Investment Advisor Representative working at Sherman Asset Management, Inc. in Westlake Village, CA and has over 5 years of experience in the finance industry.