Sherman Asset Management, Inc.

$140.8MAssets under management
as of Sep 2026 · SEC Form ADV
Ventura, CA
Visit website
1 person on Advicer connected to this.

Tech stack

No one at Sherman Asset Management, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $82M held · filed Jul 2024
Bok Financial Securities, Inc.
Per Form ADV · $28M held · filed Jul 2024
Vanguard
Per Form ADV · $12M held · filed Jul 2024