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Building 2SHERLOCK INVESTMENT MANAGEMENT, INC.

Map pinBRATTLEBORO, VT
Phone802-258-2370
NotebookSEC #801-46193
Total AUM
$166.6M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
86 LINDEN STREET
BRATTLEBORO
VT 05301
United States
Operating Hours
9:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
802-258-2370

ReceiptFinancials

Total AUM
$166.6M
Accounts
114
Discretionary
$166.6M
Accounts
114
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHNYPATXVT

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

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