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).
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Total Assets Under Management127MILLION
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Total Number of Accounts159ACCOUNTS
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Average Account Value$800,878
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, MO, OK, TX, VA
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.
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.
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.