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Building 2SHERMAN PORTFOLIOS

Map pinCOEUR D'ALENE, ID
Phone800-634-2008
NotebookSEC #801-126397
Total AUM
$1.6B
Employees
15
Clients
6,652

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 JOHN LOOP
COEUR D'ALENE
ID 83814
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
800-634-2008

ReceiptFinancials

Total AUM
$1.6B
Accounts
6,652
Discretionary
$1.6B
Accounts
6,652
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6,440
AUM
$1.1B
HNW Individual Clients
212
AUM
$418.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionMarket TimingPublications
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MODEL PROVIDER SUBSCRIPTION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLGAHIIAIDILINKSMAMIMONCNENVOHOKORPATNTXUTWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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