THE SHERWIN GROUP
Firm details
- Headquarters
- SAINT PETER, Minnesota
- CRD number
- 165093
- Website
- www.sherwingroup.biz
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.74%
- Individuals49.26%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Funds55%
- Exchange Traded Equities42%
- Cash & Cash Equivalents3%
Contacts
2 of 2MICHELLE AMUNDSON
Investment Adviser RepresentativeCRD 2426213
MICHAEL REES
PresidentCRD 1304147
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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