G.w. Sherwold Associates, Inc.
G.w. Sherwold Associates, Inc. (CRD# 42186) is a financial advisory firm headquartered in Lake Forest, CA. They manage $376,717,482 in 766 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management377MILLION
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Total Number of Accounts766ACCOUNTS
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Average Account Value$491,798
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, TX
Adam Devone (CRD# 1506645) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 17 years of experience in the finance industry.
Thomas Flynn (CRD# 4310431) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 21 years of experience in the finance industry.
Michael Nesheim (CRD# 6436580) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 8 years of experience in the finance industry.
Gary Sherwold (CRD# 1353782) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 32 years of experience in the finance industry.
Juan Toledano (CRD# 4133113) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 23 years of experience in the finance industry.