Sherman Portfolios, LLC

Sherman Portfolios, LLC (CRD# 322728) is a financial advisory firm headquartered in Coeur D'alene, ID. They manage $202,505,546 in 3,639 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2000 John Loop, Coeur D'alene, ID 83814
https://www.shermanportfolios.com
By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    3,639
    ACCOUNTS
  • Average Account Value
    $55,649
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, ID, KS, MO

Financial Advisors at Sherman Portfolios, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals