SHERMAN PORTFOLIOS, LLC

2000 John Loop
Coeur D'alene, Idaho 83814
Tel: 800-634-2008

About SHERMAN PORTFOLIOS, LLC

SHERMAN PORTFOLIOS, LLC, formally registered with the SEC as SHERMAN PORTFOLIOS, LLC. The firm was established in 08/16/2022. They have over 1 offices throughout the country.

SHERMAN PORTFOLIOS, LLC is a Coeur D'alene, Idaho based Financial Planning firm with nearly $433,981,002 assets under management, offering retirement planning & investment advisory services to 8528 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322728
SEC#	801-126397
Assets Managed by Firm	$433,981,002
No. of Clients	8528
No. of Advisors	8

Fee Structure

A percentage of AUM
Subscription fees
Fixed fees

Advisory Services Provided

Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Market timing services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	8528	$433,981,002
Other investment advisers	4	$433,981,002

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CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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