$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
14 yrs Firm Age
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- Custodian
- Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-04-2012
- Office Locations
- 1
Office Locations
-- SAN Rafael CA
About Steven William Sherman
Personalized Money Management (Steven William Sherman, San Rafael, CA) provides independent, customized portfolio management for retail individuals. The practice emphasizes broad diversification and disciplined risk controls, including stop-loss orders, with ongoing access for client consultations. Flexible implementation supports the client’s choice of brokerage; portfolios may include ETFs and fixed-income/cash allocations.
Team overview
53 AVG AGE
$5.0M AVG AUM / ADVISOR
$200.0K AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Custodian
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
STEVEN WILLIAM SHERMAN
Owner
- CRD
- #421799
- 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 | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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