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CARL P. SHERR & CO., LLC

Tel: 508-791-7126
446 Main Street
Worcester, Massachusetts  01608

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CARL P. SHERR & CO., LLC

CARL P. SHERR & CO., LLC is a Worcester, Massachusetts based financial advisory firm with nearly $392,649,274 in assets under management and provides investment advisory services for 789 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

3394

SEC#:

801-66673

No. of Clients:

789

Assets under Management

$392,649,274

No. of Advisors:

5

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