Scherer Financial Advisory Services, LLC

Scherer Financial Advisory Services, LLC (CRD# 317435) is a financial advisory firm headquartered in Dallas, TX. They manage $127,339,660 in 159 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
16250 Knoll Trail Drive, Suite 207, Dallas, TX 75248
https://schererfinancial.net
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $800,878
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MO, OK, TX, VA

Financial Advisors at Scherer Financial Advisory Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Howard Montfort, financial advisor Dallas TX
Howard W. Montfort
CRD#: 826329
16250 Knoll Trail Drive, Suite 207, Dallas, TX 75248

Howard Montfort (CRD# 826329) is an Investment Advisor Representative working at Scherer Financial Advisory Services, LLC in Dallas, TX and has over 38 years of experience in the finance industry.

2
Ian O'shea, financial advisor Dallas TX
Ian M. O'shea
CRD#: 5799698
16250 Knoll Trail Drive, Suite 207, Dallas, TX 75248

Ian O'shea (CRD# 5799698) is an Investment Advisor Representative working at Scherer Financial Advisory Services, LLC in Dallas, TX and has over 9 years of experience in the finance industry.

3
Scott Scherer, financial advisor Dallas TX
Scott S. Scherer
CRD#: 2561530
16250 Knoll Trail Drive, Suite 207, Dallas, TX 75248

Scott Scherer (CRD# 2561530) is an Investment Advisor Representative working at Scherer Financial Advisory Services, LLC in Dallas, TX and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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