Sherman, Young & Leavitt, LLC
Sherman, Young & Leavitt, LLC (CRD# 152955) is a financial advisory firm headquartered in Oregon City, OR. They manage $66,220,461 in 288 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sherman, Young & Leavitt, LLC
By the Numbers
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Total Assets Under Management66MILLION
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Total Number of Accounts288ACCOUNTS
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Average Account Value$229,932
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- 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.
OR
Financial Advisors at Sherman, Young & Leavitt, LLC
1
Michael Sherman (CRD# 5874960) is an Investment Advisor Representative working at Sherman, Young & Leavitt, LLC in Oregon City, OR and has 1 year of experience in the finance industry.
2
Patrick Sherman (CRD# 7688281) is an Investment Advisor Representative working at Sherman, Young & Leavitt, LLC in Oregon City, OR and has 1 year of experience in the finance industry.
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