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Exhibit 13To:David Deal, Sherlock Investments LLC Aaron Deal, Sherlock Investments From: City of Duvall Development Review Committee (DRC) Date: April 6, 2017, Re:DRC 1st Round Review Comments for
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What is david beal sherlock investments?
David Beal Sherlock Investments is an investment firm specializing in managing portfolios for high net worth individuals and institutions.
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Investors who have assets managed by David Beal Sherlock Investments are required to file the necessary forms and disclosures.
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To fill out David Beal Sherlock Investments forms, investors must provide information about their assets, income, and investment goals.
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The purpose of David Beal Sherlock Investments is to help clients grow and protect their wealth through strategic investment management.
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Investors must report details about their financial holdings, investment performance, and any changes in investment strategy.
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