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FIRM PROFILE

Overview

SHERMAN & COMPANY LLC is located at 6302 Fairview Road Suite 309, Charlotte, NC 28210 and was first established at Atlanta, North Carolina in 09/01/2010. After operating for 15 years, SHERMAN & COMPANY LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SHERMAN & COMPANY LLC’s clients are individuals and 0% of their clients are high net worth individuals. SHERMAN & COMPANY LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SHERMAN & COMPANY LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SHERMAN & COMPANY LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SHERMAN & COMPANY LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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DIRECT OWNERS & EXECUTIVE OFFICERS