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THE SHERWIN GROUP
CRD 165093
108 S. MINNESOTA AVE., STE. 120A, ST. PETER, MN, 56082, United States
Phone
507-625-4322
Fax
507-625-4346
Registration
— (—)
Source
State registered
Total AUM
$37.6M
Discretionary AUM
$37.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-05-08
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 221 | $18.5M |
| High net worth individuals | 21 | $19.1M |
All web addresses on file
Official SEC filing: View on IAPD