Overview
Assets Under Management: $582 million
Headquarters: COEUR D'ALENE, ID
High-Net-Worth Clients: 129
Average Client Assets: $2 million
Frequently Asked Questions
SHERMAN PORTFOLIOS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322728), SHERMAN PORTFOLIOS, LLC is subject to fiduciary duty under federal law.
SHERMAN PORTFOLIOS, LLC is headquartered in COEUR D'ALENE, ID.
SHERMAN PORTFOLIOS, LLC serves 129 high-net-worth clients according to their SEC filing dated July 31, 2025. View client details ↓
According to their SEC Form ADV, SHERMAN PORTFOLIOS, LLC offers selection of other advisors. View all service details ↓
SHERMAN PORTFOLIOS, LLC manages $582 million in client assets according to their SEC filing dated July 31, 2025.
Services Offered
Services: Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 10,387
Discretionary Accounts: 10,387
Regulatory Filings
CRD Number: 322728
Filing ID: 2006995
Last Filing Date: 2025-07-31 11:13:00
Website: https://gscomplianceconsulting.com