Sherman Portfolios

Overview

Sherman Portfolios is an SEC registered investment adviser based in Coeur D Alene, ID, registered since 2022. It reports $1.6B in assets under management across 6,652 accounts, with 15 employees.

Reported AUM

$1.6B

Discretionary

100%

Accounts

6,652

Average account

$234K

Employees

15

Registered since

2022

Jurisdictions

26

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Market Timing
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 4

• Daniel Walter Pinkerton Chief Executive Officer CRD 2128422
• Gery Joseph Sadzewicz Chief Compliance Officer CRD 1090963
• Matthew Douglas Weed Chief Investment Officer CRD 4803581

1 more executive officer, with direct contact details

Location

Headquarters

2000 W John Loop
Coeur D Alene, ID 83814

County

Kootenai

Metro area

Coeur d'Alene, ID

Region

West

Registrations

• SEC registered
• Registered in 26 jurisdictions
• Website: shermanportfolios.com

Every state, with registration dates

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