Scherer Financial Advisory Services, Llc, TX — Investment Adviser | BuildTrust

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SCHERER FINANCIAL ADVISORY SERVICES, LLC

Investment AdviceDALLAS, TX

Assets Under Management

$138.8M

Total AUM

Donut chart: Discretionary 116.3M, Non-Discretionary 22.5M
Category	Value
Discretionary	116.3M
Non-Discretionary	22.5M

Adviser Information

Field	Value
CRD Number	317435
SEC Number	801-122809
Street Address	16250 KNOLL TRAIL DRIVE
Street Address 2	SUITE 207
Location	DALLAS, TX 75248
Country	United States
Phone	972-267-9655
Fax	972-250-0009
Total Employees	6
Business Types	insurance_broker

Client Count by Type (163 Total)

Horizontal bar chart: Individuals (other than H… 125, High Net Worth Individual… 38
Category	Value
Individuals (other than H…	125
High Net Worth Individual…	38