SHERMAN PORTFOLIOS, LLC

COEUR D'ALENE, Idaho·1 registered advisor·CRD# 322728
SEC# 801-1263970800-634-2008
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Security ratings or pricing services
Market timing services
Other advisory services
Charitable organization or education services
Compensation
Percentage of AUM
Fixed fees
Subscription fees
03

Specialties

Wealth Management
04

Advisors at SHERMAN PORTFOLIOS, LLC

1 registered advisor
Adam Allen Weisner
COEUR D'ALENE, Idaho
05

Office Locations

COEUR D'ALENE, Idaho
1 advisor

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Data sourced from SEC Form ADV filings. SHERMAN PORTFOLIOS, LLC (CRD# 322728) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.