THE SHERWIN GROUP

RIASEC Registered
Total AUM
$37.6M
Discretionary
$37.6M
100% of AUM
Avg account
$155K
Accounts
242
Employees
2
Advisory reps
2

Firm details

Headquarters
SAINT PETER, Minnesota
CRD number
165093
Fee structure
Percentage of AUM
Client types
  • HNWI50.74%
  • Individuals49.26%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

The Sherwin Group operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured as a registered representative of a broker-dealer and employs a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing, it caters to a client base comprised of individuals and families, emphasizing personalized investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 42%, Cash & Cash Equivalents 3%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities42%
  • Cash & Cash Equivalents3%

Contacts

2 of 2
  • MICHELLE AMUNDSON

    Investment Adviser RepresentativeCRD 2426213

  • MICHAEL REES

    PresidentCRD 1304147

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAINT PETER, MN

NICOLLET

Location

SAINT PETER, MN

Headquartered in SAINT PETER, MN, anchoring the Mankato-New Ulm, MN metro in the Midwest.

Metro area
Mankato-New Ulm, MN
Region
Midwest
County
NICOLLET
Address
108 S Minnesota Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth