Bruce
Sherman
Telos Capital Management, Inc
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About this Advisor
Bruce Sherman is a financial advisor working out of La Mesa, California with a total of 14 years of relevant experience. Sherman is an employee of Telos Capital Management, Inc. They have been an employee of Telos Capital Management, Inc for all of their career. Sherman holds a Series 65 license, certifying them as an investment advisor representative, and can operate in California. Telos Capital Management, Inc is a business that has its headquarters in San Diego, CA. The investment advisory business has offices in two locations and a total of 17 employees. It manages $1 billion in total assets between its 2,117 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 2,117 accounts, 40% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually depend on which service is offered. Fee types billed by Telos Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Telos Capital Management, Inc Brokerage Details
$1,101,816,993
17
2,117
$520,461
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bruce Sherman Work History
Bruce has been registered as a financial advisor for 14 years.*
Telos Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Telos Capital Management, Inc
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
La Mesa, CA
San Diego, CA
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