CARL P. SHERR & CO., LLC
Tel: 508-791-7126 446 Main Street Worcester, Massachusetts 01608
About CARL P. SHERR & CO., LLC
CARL P. SHERR & CO., LLC is a Worcester, Massachusetts based financial advisory firm with nearly $392,649,274 in assets under management and provides investment advisory services for 789 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
3394
Firm SEC#:
801-66673
Assets Under Management:
$392,649,274
No. of Clients:
789
No. of Advisors:
5
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges
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