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Building 2SHERMAN ASSET MANAGEMENT, INC.

Map pinVENTURA, CA
Phone805-655-5062
NotebookSEC #801-129640
Total AUM
$140.8M
Employees
1
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 PALMA DR.
SUITE 133
VENTURA
CA 93003
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
805-655-5062

ReceiptFinancials

Total AUM
$140.8M
Accounts
151
Discretionary
$140.8M
Accounts
151
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$5.5M
HNW Individual Clients
17
AUM
$101.4M
Pooled Vehicle Clients
1
AUM
$4.9M
Corporation or Business Clients
1
AUM
$29M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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