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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-04-2012
- Office Locations
- 2
Office Locations
About THE Sherwin Group
The Sherwin Group is an investment advisory firm providing individualized financial planning and wealth management for retail clients, including entrepreneurs, with a collaborative, plain-language approach. Plans are built around risk tolerance, tax considerations, and income needs, with portfolios implemented primarily using ETFs and mutual funds. Primary custodian: Charles Schwab & Co.
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Owner & Executives
MICHELLE LEE AMUNDSON
Chief Compliance Officer, INVESTMENT ADVISOR
- CRD
- #2426213
- Ownership
- 75% or more
MICHAEL DOUGLAS REES
President
- CRD
- #1304147
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,599,547 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,599,547 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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