SHERLOCK INVESTMENT MANAGEMENT, INC.

BRATTLEBORO, Vermont·1 registered advisor·CRD# 107186
SEC# 801-46193802-258-2370
01

Firm Overview

AUM
$167M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at SHERLOCK INVESTMENT MANAGEMENT, INC.

1 registered advisor
Peter Allen Sherlock
BRATTLEBORO, Vermont
05

Office Locations

BRATTLEBORO, Vermont
1 advisor

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Data sourced from SEC Form ADV filings. SHERLOCK INVESTMENT MANAGEMENT, INC. (CRD# 107186) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.