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Peter Moffit Sherman

INDEPENDENCE CAPITAL MANAGEMENT INC.·HORSHAM, Pennsylvania
Unclaimed Profile
600 DRESHER ROAD, HORSHAM, PA 19044CRD# 1974905Firm CRD# 107518
01

About

Peter Moffit Sherman is a registered financial advisor based in HORSHAM, Pennsylvania, affiliated with INDEPENDENCE CAPITAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PENN MUTUAL ASSET MANAGEMENT, LLC
PENN MUTUAL ASSET MANAGEMENT, LLC
AUM
$33.7B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at PENN MUTUAL ASSET MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1974905
Firm CRD# 107518
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Moffit Sherman offer?
Peter Moffit Sherman specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in HORSHAM, Pennsylvania for a consultation.
What are Peter Moffit Sherman's credentials?
Peter Moffit Sherman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Moffit Sherman located?
Peter Moffit Sherman is based in HORSHAM, Pennsylvania, working with INDEPENDENCE CAPITAL MANAGEMENT INC.. Their office serves clients in the HORSHAM metropolitan area and surrounding communities.
How does Peter Moffit Sherman charge for services?
Peter Moffit Sherman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEPENDENCE CAPITAL MANAGEMENT INC.?
INDEPENDENCE CAPITAL MANAGEMENT INC. has approximately 33 employees and manages $33.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HORSHAM
Steven Michael Zimmerman — VF INVESTMENT SERVICES CORP.John Myron Davis — VF INVESTMENT SERVICES CORP.Susan Twine Deakins — HORNOR, TOWNSEND & KENT, LLCFranklin Luther Best Jr. — HORNOR, TOWNSEND & KENT, LLCKevin Terence Reynolds — HORNOR, TOWNSEND & KENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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