THE SHERWIN GROUP

THE SHERWIN GROUP of ST. PETER, MN is an SEC-registered investment adviser (CRD 165093). Regulatory assets under management: $37.6M.

Registration

• CRD: 165093
• Type: Registered investment adviser
• Location: 108 S. MINNESOTA AVE., ST. PETER, MN, 56082
• Phone: 507-625-4322
• Latest filing: 2025-05-08
• Regulatory AUM: $37.6M
• Discretionary AUM: $37.6M
• Clients: 2
• Accounts: 242

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165093 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search