Sherman Asset Management

EST. AUM
$140,759,518

CONTACTS
1

CLIENT ACCOUNTS
151

Firm Details

Metro area Los Angeles
CRD Number 170861
Website shermanassetmgmt.com
Client types

Overview

Sherman Asset Management is a financial advisory firm that specializes in assisting business owners, particularly solopreneurs, with financial planning, tax reduction strategies, and portfolio management. Founded by Roy Sherman, the firm leverages his expertise in psychology, business, and financial planning to help clients align their financial resources with their personal aspirations. Sherman Asset Management offers tailored strategies aimed at maximizing the effectiveness of financial resources, particularly for those in real estate and other entrepreneurial sectors. The firm is located in Ventura, California, and emphasizes a client-centered approach to wealth creation and financial legacy preservation.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sherman Asset Management

Platform Details

Investment Preferences

Alternative Activity

Address

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