|
⚲
|
| Scherer Financial Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 317435 |
| SEC # | 801-122809 |
| CIK # | |
| AUM | $138.8 M (2025-03-17) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 972-267-9655 |
| Address | 16250 Knoll Trail Drive Dallas, TX 75248 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 37.6 |
| (b) Individuals (high net worth individuals) | 38 | 101.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 163 | 138.8 |
| By Discretionary | ||
| Discretionary | 136 | 116.3 |
| Non-Discretionary | 27 | 22.5 |
| Total | 163 | 138.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.8 | |
| Total | 163 | 138.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arbor Private Wealth LLC
✚
|
VA | 0.1 |
|
Indelible Wealth Group LLC
✚
|
0.1 | |
|
Starr-Mathews Financial LLC
✚
|
GA | 0.1 |
|
Steven Feldstein & Associates
✚
|
0.1 | |
|
White Sand Wealth Management LLC
✚
|
MO | 0.1 |
|
Cross Border Wealth LLC
✚
|
NY | 0.1 |
|
Viaquest Advisors LLC
✚
|
TX | 0.1 |
|
SJHL Financial Services LLC
✚
|
KS | 0.1 |
|
Phil A Younker & Associates Ltd
✚
|
0.1 | |
|
Crosspoint Financial LLC
✚
|
CA | 0.1 |