S
$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-16-2005
- Office Locations
- 1
Office Locations
-- Downers Grove IL
About Scherrer Financial Services
Scherrer Financial Services is a Naperville-based RIA. The firm has been operating for 21 years. Managing $3.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$300.0K AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SCOTT CHARLES SCHERRER
Investment Advisor
- CRD
- #4912269
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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