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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