The Sher Wealth Management Group, MA — Investment Adviser | BuildTrust

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THE SHER WEALTH MANAGEMENT GROUP

Investment AdviceNEEDHAM, MA

Assets Under Management

$129.6M

Total AUM

Donut chart: Discretionary 129.6M
Category	Value
Discretionary	129.6M

Adviser Information

Field	Value
CRD Number	172369
SEC Number	801-131993
Street Address	75 SECOND AVE.
Street Address 2	SUITE 605
Location	NEEDHAM, MA 02494
Country	United States
Phone	(617) 928-3656
Fax	(617) 928-3657
Total Employees	2

Client Count by Type (54 Total)

Horizontal bar chart: High Net Worth Individual… 35, Individuals (other than H… 10, Other 9
Category	Value
High Net Worth Individual…	35
Individuals (other than H…	10
Other	9