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SCHERER FINANCIAL ADVISORY SERVICES, LLC
CRD 317435 · SEC 801-122809
16250 KNOLL TRAIL DRIVE, SUITE 207, DALLAS, TX, 75248, United States
Phone
972-267-9655
Fax
972-250-0009
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.3M
Discretionary AUM
$133.1M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $25.7M |
| High net worth individuals | 59 | $132.7M |
States served
LA, MA, OK, VA, MO, TX, NH
All web addresses on file
Official SEC filing: View on IAPD