Carl P Sherr

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

446 Main St, Worcester, Massachusetts, 0...

Phone Number

(508) 791-7126

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Carl P Sherr

Carl P. Sherr & Co., LLC is an independent Registered Investment Advisor based in Worcester, Massachusetts, with over 55 years of experience in financial management. The firm focuses on providing personalized, unbiased financial advice and investment management tailored to the unique goals and values of each client. They prioritize a comprehensive, plan-centered approach to wealth management, ensuring that clients' interests are placed before their own. Their services include developing customized financial plans, active investment management, and ongoing support to adapt to clients' changing needs.Explore more
Carl P Sherr's Social MediaPopular SearchesCarl P SherrCarl P Sherr & Co LLCCarl P Sherr & Co. LLCCarl P Sherr Co446 Main Street Holdings LLCSIC Code 62,628NAICS Code 52,523Show more

Carl P Sherr Org Chart

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Edward Sherr, President & Chief Compliance Officer at Carl P Sherr
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President & Chief Compliance Officer

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Compare Similar Companies to Carl P Sherr

Compare insights from companies similar to Carl P Sherr, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Carl P Sherr

<$5M
1-10
Private
-
1964
Edward Sherr, President & Chief Compliance Officer at Carl P Sherr
Edward SherrPresident & Chief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
<$5M
1-10
Private
-
1997
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Carl P Sherr is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Carl P Sherr is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Carl P Sherr.

Carl P Sherr Tech Stack

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Frequently Asked Questions Regarding Carl P Sherr

What is Carl P Sherr's official website?
Carl P Sherr's official website is www.carlpsherr.com
What is Carl P Sherr's Revenue?
Carl P Sherr's revenue is <$5 Million
What is Carl P Sherr's SIC code?
Carl P Sherr's SIC: 62,628
What is Carl P Sherr's NAICS code?
Carl P Sherr's NAICS: 52,523
How many employees does Carl P Sherr have?
Carl P Sherr has 1-10 employees
What industry does Carl P Sherr belong to?
Carl P Sherr is in the industry of: Finance, Securities Trading
What is Carl P Sherr competition?
Carl P Sherr top competitors include: Core Wealth Management, Diversified Wealth Management Solutions, Eppolito Financial Strategies, Hull Wealth Management
What technology does Carl P Sherr use?
Some of the popular technologies that Carl P Sherr uses are: WordPress.org, reCAPTCHA, PHP, Proofpoint
How do I contact Carl P Sherr?
Carl P Sherr contact info: Phone number: (508) 791-7126 Website: www.carlpsherr.com
What does Carl P Sherr do?

Carl P. Sherr & Co., LLC is an independent Registered Investment Advisor based in Worcester, Massachusetts, with over 55 years of experience in financial management. The firm focuses on providing personalized, unbiased financial advice and investment management tailored to the unique goals and values of each client. They prioritize a comprehensive,... plan-centered approach to wealth management, ensuring that clients' interests are placed before their own. Their services include developing customized financial plans, active investment management, and ongoing support to adapt to clients' changing needs.Read More

What are Carl P Sherr social media links?
Carl P Sherr Linkedin page
Is Carl P Sherr a public company?
Carl P Sherr is private company therefore does not currently have an official ticker symbol
See more information about Carl P Sherr

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