Also known as sherman
Sherman Asset Management is a registered investment advisory practice in Ventura, California, founded in 2014 by Roy Sherman, with about $141 million in assets under management. It describes serving realtors and other solopreneurs across the United States, as well as business owners, private clients, pre-retirees, retirees, and young investors. Its services include portfolio management, financial planning, and retirement plan strategies intended to help solopreneurs reduce taxes. The founder draws on a background in psychology, business, and financial planning.
Public regulatory records matched to Sherman Asset Management from SEC and IRS filings.
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Sherman Asset Management is a wealth manager based in Ventura, United States, managing approximately $141M in assets.
Sherman Asset Management is headquartered in Ventura, United States.
Sherman Asset Management manages approximately $141M in assets under management.
Sherman Asset Management was founded in 2014.
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