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, individually owned investment advisory firm that provides financial planning and portfolio management to individuals, families and institutional clients. The firm is registered with the SEC (registration year 2006) and charges fees based on a percentage of assets under management and on an hourly basis. Its advisory scope emphasizes tailored planning and discretionary portfolio services for individual and small-business clients; the firm does not present itself as an ESG-focused allocator.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$133M in ETFs
100%
$133M
0%
$400K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $17.7M | 124,667 | 13.29% |
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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