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SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

4401 Northside Parkway, Nw
Suite 425
Atlanta, Georgia 30327
Tel: 770-395-9797

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About SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

SHERRILL & HUTCHINS FINANCIAL ADVISORY INC, formally registered with the SEC as SHERRILL & HUTCHINS FINANCIAL ADVISORY INC. The firm was established in 11/14/1984. They have over 1 offices throughout the country.

SHERRILL & HUTCHINS FINANCIAL ADVISORY INC is a Atlanta, Georgia based Financial Planning firm with nearly $565,867,131 assets under management, offering retirement planning & investment advisory services to 1316 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105302
SEC#801-22637
Assets Managed by Firm$565,867,131
No. of Clients1316
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Other (ESTATE DISTRIBUTION SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total1316$565,867,131
Individuals (other than high net worth individuals)209$108,859,494
High net worth individuals199$443,641,098
Pension and profit sharing plansFewer than 5 clients$5,722,418
Charitable organizationsFewer than 5 clients$7,644,121

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