Sherpa Financial Guides, Inc.

Sherpa Financial Guides, Inc. (CRD# 314973) is a financial advisory firm headquartered in , . They manage $4,535,260 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $87,217
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
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Sherpa Financial Guides, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David J. Cunningham
CRD#: 1316260
Afton, VA

David Cunningham (CRD# 1316260) is an Investment Advisor Representative working at Sherpa Financial Guides, Inc. in Afton, VA and has over 39 years of experience in the finance industry.

2
Thomas U. Grinnell
CRD#: 4540693
Crozet, VA

Thomas Grinnell (CRD# 4540693) is an Investment Advisor Representative working at Sherpa Financial Guides, Inc. in Crozet, VA and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.