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David Lawrence Sherman

THE FISHER GROUP, LLC·SOUTHFIELD, Michigan
Unclaimed Profile
TWO TOWNE SQUARE, SOUTHFIELD, MI 48076CRD# 5844168Firm CRD# 154065
01

About

David Lawrence Sherman is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with THE FISHER GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
THE FISHER GROUP, LLC
THE FISHER GROUP, LLC
AUM
$731M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at THE FISHER GROUP, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5844168
Firm CRD# 154065
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lawrence Sherman offer?
David Lawrence Sherman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are David Lawrence Sherman's credentials?
David Lawrence Sherman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lawrence Sherman located?
David Lawrence Sherman is based in SOUTHFIELD, Michigan, working with THE FISHER GROUP, LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does David Lawrence Sherman charge for services?
David Lawrence 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 THE FISHER GROUP, LLC?
THE FISHER GROUP, LLC has approximately 11 employees and manages $731M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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