The Sherer Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

61 E Main St Ste D, Los Gatos, Californi...

Phone Number

(408) 984-7526

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About The Sherer Group

Sherer Group has been providing financial services since the 1970s, specializing in 1031 Exchanges, REITs, and alternative investments. The company aims to assist clients in achieving financial independence through comprehensive and personalized service. Their experienced professionals adopt a hands-on approach to financial guidance, ensuring clients are well-informed and supported in their investment decisions. Sherer Group caters to individuals seeking effective strategies for deferring capital gains tax and diversifying their investment portfolios.Explore more
The Sherer Group's Social MediaPopular Searchesthe sherer group LLCThe Sherer GroupSherer Group LLCSherzer & Kim PCThe Charter GroupSIC Code 62,628NAICS Code 52,523Show more

The Sherer Group Org Chart

PhoneEmail
RS
United States flag for contact location.

Partner and Senior Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Sherer Group

<$5M
1-10
Private
<$5M
2002
RS
Ryan ShererPartner and Senior Financial Advisor
$6.5M
11-50
Private
-
-
PC
Peter CherninRegistered Representative
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
2009
JK
Joe KocsisFinancial Advisor
<$5M
1-10
Private
-
2006
Mark Atchity, Chief Financial Officer, Cco at Cabin Securities
Mark AtchityChief Financial Officer, Cco
<$5M
11-50
Private
-
2010
PK
Pavithra KanumuriCustomer Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Sherer Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Sherer Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Sherer Group.

The Sherer Group financials insights

Gather financial insights about The Sherer Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$70K

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The Sherer Group Tech Stack

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Frequently Asked Questions Regarding The Sherer Group

What is The Sherer Group's official website?
The Sherer Group's official website is www.thesherergroup.com
What is The Sherer Group's Revenue?
The Sherer Group's revenue is <$5 Million
What is The Sherer Group's SIC code?
The Sherer Group's SIC: 62,628
What is The Sherer Group's NAICS code?
The Sherer Group's NAICS: 52,523
How many employees does The Sherer Group have?
The Sherer Group has 1-10 employees
What industry does The Sherer Group belong to?
The Sherer Group is in the industry of: Finance, Securities Trading
What is The Sherer Group competition?
The Sherer Group top competitors include: Legacy Wealth Planners, Innovative Investment Management, IREXA Financial Services/Wealth Strategies, Advantage 1031
What technology does The Sherer Group use?
Some of the popular technologies that The Sherer Group uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Microsoft Exchange Online
How do I contact The Sherer Group?
The Sherer Group contact info: Phone number: (408) 984-7526 Website: www.thesherergroup.com
What does The Sherer Group do?

Sherer Group has been providing financial services since the 1970s, specializing in 1031 Exchanges, REITs, and alternative investments. The company aims to assist clients in achieving financial independence through comprehensive and personalized service. Their experienced professionals adopt a hands-on approach to financial guidance, ensuring clien... ts are well-informed and supported in their investment decisions. Sherer Group caters to individuals seeking effective strategies for deferring capital gains tax and diversifying their investment portfolios.Read More

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

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