SHERMAN WEALTH MANAGEMENT LLC - Financial Advisor in Maryland, Gaithersburg

Tel: (240) 428-1622 9841 Washingtonian Blvd Suite #200 Gaithersburg, Maryland 20878

About SHERMAN WEALTH MANAGEMENT LLC

SHERMAN WEALTH MANAGEMENT LLC is a Gaithersburg, Maryland based financial advisory firm with nearly $112,235,775 in assets under management and provides investment advisory services for 402 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

281093

Firm SEC#:

801-131124

Assets Under Management:

$112,235,775

No. of Clients:

402

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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