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Home > Retirement Planners > massachusetts > worcester > CARL P. SHERR & CO., LLC
CARL P. SHERR & CO., LLC
446 Main Street
Worcester, Massachusetts 01608
Tel: 508-791-7126
About CARL P. SHERR & CO., LLC
CARL P SHERR & CO, LLC, formally registered with the SEC as CARL P SHERR & CO, LLC. The firm was established in 05/10/2006. They have over 1 offices throughout the country.
CARL P. SHERR & CO., LLC is a Worcester, Massachusetts based Financial Planning firm with nearly $392,649,274 assets under management, offering retirement planning & investment advisory services to 789 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 3394 |
| SEC# | 801-66673 |
| Assets Managed by Firm | $392,649,274 |
| No. of Clients | 789 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 789 | $392,649,274 |
| Individuals (other than high net worth individuals) | 125 | $28,972,586 |
| High net worth individuals | 169 | $358,070,637 |
| Charitable organizations | 5 | $5,187,234 |
| Corporations or other businesses | Fewer than 5 clients | $418,817 |
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