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Asset ManagerRIA · CRD 152955

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Sherman, Young & Leavitt

SHERMAN, YOUNG & LEAVITT, LLC is a state-registered investment adviser in OREGON CITY, OR. The firm manages approximately $77 million in regulatory assets.

Overview

SHERMAN, YOUNG & LEAVITT, LLC is a state-registered investment adviser in OREGON CITY, OR. The firm manages approximately $77 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

What is known about the firm's investment strategy or asset base?

Nothing is known. No AUM, portfolio holdings, Form ADV filings, or deal announcements have surfaced that are attributable to this entity. Without a current operational footprint, it is not possible to describe a strategy or deployment pattern.

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