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SHERMAN, YOUNG & LEAVITT, LLC
SHERMAN INVESTMENT ADVISORS LLC
CRD 152955
12708 TIDEWATER, OREGON CITY, OR, 97045, United States
Phone
503-307-6850
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$77.1M
Discretionary AUM
$77.1M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 276 | $17.9M |
| High net worth individuals | 80 | $59.2M |
Official SEC filing: View on IAPD