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Kilburn Sherman

MACLENDON WEALTH MANAGEMENT, LLC·DELRAY BEACH, Florida
Unclaimed Profile
137 NW 1ST AVENUE, DELRAY BEACH, FL 33444CRD# 7845507Firm CRD# 157819
01

About

Kilburn Sherman is a registered financial advisor based in DELRAY BEACH, Florida, affiliated with MACLENDON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MACLENDON WEALTH MANAGEMENT, LLC
MACLENDON WEALTH MANAGEMENT, LLC
AUM
$123M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MACLENDON WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7845507
Firm CRD# 157819
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kilburn Sherman offer?
Kilburn Sherman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DELRAY BEACH, Florida for a consultation.
What are Kilburn Sherman's credentials?
Kilburn Sherman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kilburn Sherman located?
Kilburn Sherman is based in DELRAY BEACH, Florida, working with MACLENDON WEALTH MANAGEMENT, LLC. Their office serves clients in the DELRAY BEACH metropolitan area and surrounding communities.
How does Kilburn Sherman charge for services?
Kilburn Sherman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MACLENDON WEALTH MANAGEMENT, LLC?
MACLENDON WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DELRAY BEACH
Bhavana Khanna — KBK CAPITAL MANAGEMENT, LLCJanis Lynn Hearrell — SELECT ADVISORS, L.L.C.Jeremy Simms Office — MACLENDON WEALTH MANAGEMENT, LLCAlyson Austin — MACLENDON WEALTH MANAGEMENT, LLCKevin Alan Bush — KBK CAPITAL MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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