$108.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
30 yrs Firm Age
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- Custodian
- American Funds · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-15-1996
- Office Locations
- 1
Office Locations
-- Houston TX
About SM Scherr Financial LLC
Sherr Financial Associates is a fee-based fiduciary advisory firm in Danvers, MA providing personalized financial planning and hands-on investment management with a long-term, disciplined, tax-efficient approach. The team emphasizes retirement income planning and estate/wealth-transfer planning for individuals and families, with securities and advisory services offered through Commonwealth Financial Network.
Team overview
-- AVG AGE
$108.7M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
S
STEPHANIE M SCHERR
Manager
- CRD
- #1555608
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $108,653,101 | -- |
| Total | $108,653,101 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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