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Building 2CARL P. SHERR & CO., LLC

Map pinWORCESTER, MA
Phone508-791-7126
NotebookSEC #801-66673
Total AUM
$505.4M
Employees
5
Clients
292

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
446 MAIN STREET
WORCESTER
MA 01608
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
508-791-7126

ReceiptFinancials

Total AUM
$505.4M
Accounts
831
Discretionary
$488.9M
Accounts
793
Non-Discretionary
$16.5M
Accounts
38

ContactClients

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Individual Clients
100
AUM
$26.8M
HNW Individual Clients
187
AUM
$472.9M
Charitable Organization Clients
5
AUM
$5.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNYRITX

HandshakeAffiliates

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

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