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SHERMAN PORTFOLIOS, LLC

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

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SHERMAN PORTFOLIOS, LLC

SHERMAN PORTFOLIOS, LLC is a Coeur D'Alene, Idaho based financial advisory firm with nearly $433,981,002 in assets under management and provides investment advisory services for 8528 clients. There are currently 8 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM, Subscription fees, Fixed fees

Firm CRD#:

322728

SEC#:

801-126397

No. of Clients:

8528

Assets under Management

$433,981,002

No. of Advisors:

8

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