CARL P. SHERR & CO., LLC
Firm details
- Headquarters
- WORCESTER, Massachusetts
- CRD number
- 3394
- Registered since
- May 10, 2006
- Website
- carlpsherr.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI93.57%
- Individuals5.31%
- Charitable Organizations1.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Carl P. Sherr & Co, LLC is an independent, SEC-registered advisory firm (registered in 2006) organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and focuses on financial planning and portfolio management for individuals and small businesses. Its client billing mixes AUM-based fees with hourly charges. It does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
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 Equities45%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents6%
- Other3%
- State & Local Bonds2%
Owners & executives
2 of 2EDWARD SHERR
President and Chief Compliance OfficerCRD 1919845
GARY SHERR
Chief Executive OfficerCRD 1391071
Contacts
1 of 1JENNIFER SIMES
Certified Financial PlannerCRD 3155428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$123M in ETFs
100%
$122M
0%
$368K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $14.8M | 130,496 | 12.02% |
Location
WORCESTER, MA
WORCESTER
Location
WORCESTER, MA
Headquartered in WORCESTER, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- WORCESTER
- Address
- 446 Main St
- Time zone
- ET (UTC-5)
- Office locations
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