Sherpa Financial Guides, Inc.

Sherpa Financial Guides, Inc. (CRD# 314973) is a financial advisory firm headquartered in , . They manage $5,485,635 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://sherpafinancialguides.com/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $91,427
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 Cunningham, financial advisor Afton VA
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 Grinnell, financial advisor Crozet VA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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