Daniel Walter Pinkerton

CFP

Sherman Portfolios, LLC

34 Years of Experience

1 DisclosureMay Earn CommissionSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Sherman Portfolios, LLC

Compensation

Commission-BasedFee-Only (AUM)

Firm Size

2 advisors

Number of Clients

1,533 clients

Average Client Portfolio

$379K average

Assets Under Management

$581.6M

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

2000 John Loop, Coeur D'Alene, ID, 83814

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History

Regulatory History (1)

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Regulatory

July 1998

Final

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Other Business ActivitiesSells Insurance

Daniel is involved in several business activities, including church leadership, non-profit work, real estate ownership, livestock raising, and various investment-related holding companies and advisory businesses. He also owns a non-variable insurance brokerage, though he currently spends no time servicing legacy policies.