AdvisorOS Directory
Claim Profile
Unclaimed Profile
PS

Peter Moffit Sherman

INDEPENDENCE CAPITAL MANAGEMENT INC.·HORSHAM, Pennsylvania
Clean recordINDEPENDENCE CAPITAL MANAGEMENT INC.
600 DRESHER ROAD, HORSHAM, PA 19044CRD# 1974905Firm CRD# 107518

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Moffit Sherman · HORSHAM, PA
Registration
CRD #1974905 · INDEPENDENCE CAPITAL MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Peter

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Peter is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in HORSHAM?

Browse all registered financial advisors in HORSHAM, Pennsylvania or claim this profile if it's yours.

Browse HORSHAM AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at INDEPENDENCE CAPITAL MANAGEMENT INC.

David Michael Raszeja
CONSHOHOCKEN, PA
Mark Emory Heppenstall
CONSHOHOCKEN, PA

More Advisors in HORSHAM, Pennsylvania

Brian Mccabe
VF INVESTMENT SERVICES CORP.·HORSHAM, PA
Michael W Williams
HORNOR, TOWNSEND & KENT, LLC·HORSHAM, PA
Steven W Linville
HORNOR, TOWNSEND & KENT, LLC·HORSHAM, PA
Charles J Jr Ingulli
HORNOR, TOWNSEND & KENT, LLC·HORSHAM, PA
John Joseph Tillger
WHARTON EQUITY CORPORATION II, LLC·HORSHAM, PA
Kelly Lorraine Pickering
SHARP WEALTH ADVISORY, LLC·HORSHAM, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (555)PITTSBURGH (535)RADNOR (214)WAYNE (195)CONSHOHOCKEN (142)BERWYN (134)WEST CONSHOHOCKEN (126)MALVERN (122)HARRISBURG (79)NEWTOWN (79)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile