Be advised. This firm is no longer registered.

Sherpa Investment Services

Sherpa Investment Services (CRD# 167350) is a financial advisory firm headquartered in , . They manage $4,212,194 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $175,508
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Sherpa Investment Services
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.