Overview
Assets Under Management: $130 million
Headquarters: NEEDHAM, MA
High-Net-Worth Clients: 35
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.07
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 140
Discretionary Accounts: 140
Regulatory Filings
CRD Number: 172369
Last Filing Date: 2025-02-28 00:00:00
Website: https://sherwealth.com