Sherman Portfolios
Firm details
- Headquarters
- Coeur D Alene, Idaho
- CRD number
- 322728
- Registered since
- August 16, 2022
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals73.13%
- HNWI26.87%
- Services
- Selection of Other AdvisersPublication of PeriodicalsMarket Timing Services
Firm profile
FINTRXOverview
Sherman Portfolios is an LLC that registered with the SEC in 2022 and acts as a capital allocator for individual and family clients. The firm charges fees based on a percentage of assets under management and other arrangements. Its advisory scope includes selecting third‑party advisers, producing periodicals or newsletters, and offering market‑timing services. Sherman Portfolios does not identify as an active ESG investor and is organized as a single domestic entity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents13%
- Exchange Traded Equities4%
Owners & executives
3 of 3
Matthew Weed
Chief Investment OfficerCRD 4803581
Ronald Glendening
Chief Operating Officer / Wealth AdvisorCRD 4468165
Daniel Pinkerton
President, CEOCRD 2128422
Contacts
1 of 1
Gery Sadzewicz
CCOCRD 1090963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$1.1B in ETFs
99%
$1.1B
1%
$10.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS) | BlackRock | Passive | Small Value | $230M | 1,940,467 | 20.13% |
Location
Coeur D Alene, ID
Kootenai
Location
Coeur D Alene, ID
Headquartered in Coeur D Alene, ID, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Kootenai
- Address
- 2000 W John Loop
- Time zone
- MT (UTC-7)
- Office locations
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