Philip Jonathan Sher is listed as Managing Director at The Sher Wealth Management Group, Inc. in Needham, MA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of The Sher Wealth Management Group, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Philip Jonathan Sher work?
Philip Jonathan Sher is listed as Managing Director at The Sher Wealth Management Group, Inc. on SEC Form ADV.
How much of The Sher Wealth Management Group, Inc. does Philip Jonathan Sher own?
Form ADV reports a beneficial ownership band of Over 75%.