Sm Scherr Financial LLC

Sm Scherr Financial LLC (CRD# 116348) is a financial advisory firm headquartered in Houston, TX. They manage $102,427,464 in 109 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4306 Yoakum, Ste 385, Houston, TX 77006
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $939,702
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Sm Scherr Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephanie Scherr, financial advisor Houston TX
Stephanie M. Scherr
CRD#: 1555608
4306 Yoakum, Ste 385, Houston, TX 77006

Stephanie Scherr (CRD# 1555608) is an Investment Advisor Representative working at Sm Scherr Financial LLC in Houston, TX and has over 37 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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