S
$77.1M Total AUM
$77.1M Disc. AUM
-- 3Y CAGR
3 Employees
356 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-11-2011
- Office Locations
- 2
Office Locations
12708 Tidewater Oregon City OR
-- Oregon City OR
About Sherman, Young & Leavitt, LLC
Sherman, Young & Leavitt, LLC is a Oregon City-based RIA with 2 offices. The firm has been operating for 15 years. Managing $77.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$25.7M AVG AUM / ADVISOR
$216.5K AVG AUM / CLIENT
2.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Owner & Executives
M
MICHAEL BARRY SHERMAN
Chief Compliance Officer, Founding Partner
- CRD
- #5874960
- Ownership
- 75% or more
Available
Available
Available
Patrick Michael Sherman
Founding Partner, VICE PRESIDENT
- CRD
- #7688281
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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T
Tracy Kathleen Sherman
--
- CRD
- #8158126
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,087,181 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,087,181 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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