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SHERMAN FINANCIAL
SHERMAN FINANCIAL, LLC
CRD 285007
902 CRESTWOOD LANE, CHAPEL HILL, NC, 27514, United States
Phone
919-923-2337
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 40 broker-dealer reps
Clients
26-50
Fees
Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planning
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | — |
| High net worth individuals | 19 | — |
All web addresses on file
Official SEC filing: View on IAPD