Sherrill & Hutchins Financial Advisory Inc is a large advisory firm based in Atlanta. It manages $392.23 million of regulatory assets for 1,276 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 6 other states.
Sherrill & Hutchins Financial Advisory provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sherrill & Hutchins Financial Advisory Inc is $392.23 million. The firm's AUM has grown by 252% since the beginning of its operation, and $1.76 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Sherrill & Hutchins Financial Advisory Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Jessica Renee Sherrill is high net worth individuals with 133 clients and $238.97 million of assets under management. Among the 9 most similar advisory firms, Sherrill & Hutchins Financial Advisory has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $392.23 million for 437 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Sherrill & Hutchins Financial Advisory doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jessica Renee Sherrill has been acting as President since 1 Jan 2016. William Fredrick Hutchins joined the executive team most recently as the Chairman Of The Board.
The principal office where Sherrill & Hutchins Financial Advisory Inc performs its advisory services is located at 4401 Northside Parkway, Nw, Atlanta, GA 30327, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770-395-9797 or by fax 770-395-9854. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at sherrillandhutchins.com.