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CARL P. SHERR & CO., LLC
Investment Advice|WORCESTER, MA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$450.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 434.7M |
| Non-Discretionary | 15.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 3394 |
| SEC Number | 801-66673 |
| Street Address | 446 MAIN STREET |
| Location | WORCESTER, MA 01608 |
| Country | United States |
| Phone | 508-791-7126 |
| Total Employees | 5 |
Client Count by Type (296 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 181 |
| Individuals (other than H… | 110 |
| Charitable Organizations | 5 |
County data not available for this organization.