

Sheri's Financial Administrative Assistance Revenue
Financial Services • Lakewood Ranch, Florida, United States • 1-10 Employees
Sheri's Financial Administrative Assistance revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at Sheri's Financial Administrative Assistance
Sheri Dermangian
Business Owner
Company overview
| Headquarters | 630 Honeyflower Loop, Bradenton, Florida 34212, US |
| Phone number | +19419933749 |
| Website | |
| NAICS | 52 |
| Keywords | Special Projects, Fee Billing, New Business Processing, Crm Setup And Maintenance, Nigo Tracking And Resolution, Oversee Custodial Conversions, Portfolio Management Setup And Maintenance, Toa Tracking, Trade Request Submission, Client Meeting Preparation |
| Employees | 1-10 |
| Socials |
Sheri's Financial Administrative Assistance Email Formats
Sheri's Financial Administrative Assistance uses 1 email format. The most common is {first initial} (e.g., j@sfaallc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sfaallc.com | 100% |
About Sheri's Financial Administrative Assistance
Sheri's Financial Administrative Assistance, LLC is all about changing the way advisors do business. With over 18 years' financial experience, I have seen first hand the struggles that advisors face. They are trying to process all of their own paperwork while trying to run their business. We are here to provide virtual administrative assistance and will take on those tasks for you by providing efficient and quality work so that you have time to concentrate on what matters most, growing your business and meeting your existing clients.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Sheri's Financial Administrative Assistance has never raised funding before.
Frequently asked questions
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