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SHERMAN PORTFOLIOS

TRUE FREEDOM INVESTING, LLC

CRD 322728 · SEC 801-126397

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2000 JOHN LOOP, COEUR D'ALENE, ID, 83814, United States

Phone

800-634-2008

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.56B

Discretionary AUM

$1.56B

Team

15 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; MODEL PROVIDER SUBSCRIPTION FEES

Org form

Limited Liability Company

Filing date

2026-06-11

Disciplinary history

No

Services

Selection of other advisersPublication of periodicalsMarket timing

Client types

TypeClientsAUM
Individuals6440$1.14B
High net worth individuals212$418.6M

States served

AK, AZ, CA, CO, GA, ID, IL, IN, IA, KS, MA, MI, NE, NV, NC, OH, OK, OR, PA, TN, UT, MO, WA, TX, HI, FL

All web addresses on file

Official SEC filing: View on IAPD