Sherman Portfolios, LLC

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Assets Under Management

$581.6M

Number of Clients

1,533

Number of Advisors

Average Client AUM

$379K

AUM per Advisor

$290.8M

Compensation

Commission-BasedFee-Only (AUM)

About This Firm

Sherman Portfolios, LLC (SPL) provides services to its Sherman Advisor Group Experience (SAGE) members, a select group of independent investment advisors and firms. SPL offers the STARSHIP Turnkey Asset Management Program (TAMP) and Sherman Launch System (SLS) Daily Signals to SAGE members.

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Areas of Practice

Investment Management

Location

2000 John Loop, Coeur D'Alene, ID, 83814

2 Advisors at this firm

CFP

Daniel Walter Pinkerton

CFP