Bruce
Sherman
Telos Capital Management, Inc
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About this Advisor
Bruce Sherman is a financial advisor based in La Mesa, California, working with Telos Capital Management, Inc. Bruce has previously held a position at Telos Capital Management, Inc. Bruce has passed the Series 65 regulatory exam and is registered to provide services in California and Oregon. Currently, Bruce is part of Telos Capital Management, Inc, which operates out of La Mesa, California. The firm has 2 offices and 20 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Telos Capital Management, Inc includes asset-based fees.
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Telos Capital Management, Inc Brokerage Details
$1,254,803,384
20
2,239
$560,430
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bruce Sherman Work History
Telos Capital Management, Inc
Disclosures
Please visit the SEC profile of Bruce Sherman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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