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SCHERER FINANCIAL ADVISORY SERVICES, LLC
Tel: 972-267-9655
16250 Knoll Trail Drive Suite 207
Dallas, Texas 75248
SCHERER FINANCIAL ADVISORY SERVICES, LLC
SCHERER FINANCIAL ADVISORY SERVICES, LLC is a Dallas, Texas based financial advisory firm with nearly $127,339,660 in assets under management and provides investment advisory services for 159 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 , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Commission Based, Other (THIRD PARTY MONEY MANAGER
Firm CRD#:
317435
SEC#:
801-122809
No. of Clients:
159
Assets under Management
$127,339,660
No. of Advisors:
5
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