SM Scherr Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 116348
- Custodians
- CHARLES SCHWAB & CO., INC., SEI PRIVATE TRUST COMPANY/SIMC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.37%
- Individuals3.4%
- Corporations / Businesses1.54%
- Charitable Organizations0.55%
- Pension & Profit Sharing Plans0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
SM Scherr Financial LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves private individuals and families. Its advisory mix centers on financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers, and the firm bills clients via a mix of asset-based fees, hourly charges, and fixed fees. The firm is identified as a capital allocator but does not report active ESG investment practices or multisite adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Cash & Cash Equivalents10%
- State & Local Bonds6%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Stephanie Scherr
ManagerCRD 1555608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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