1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE SHER WEALTH MANAGEMENT GROUP

Map pinNEEDHAM, MA
Phone(617) 928-3656
NotebookSEC #801-131993
Total AUM
$145.6M
Employees
2
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 SECOND AVE.
SUITE 605
NEEDHAM
MA 02494
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
(617) 928-3656

ReceiptFinancials

Total AUM
$145.6M
Accounts
146
Discretionary
$145.6M
Accounts
146
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
13
AUM
$4.9M
HNW Individual Clients
34
AUM
$119.9M
Charitable Organization Clients
1
AUM
$103.3K
Corporation or Business Clients
1
AUM
$110.5K
Other Clients
9
AUM
$20.6M
Description of Other Clients
TRUSTS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account