G.w. Sherwold Associates, Inc.

G.w. Sherwold Associates, Inc. (CRD# 42186) is a financial advisory firm headquartered in Lake Forest, CA. They manage $100,338,506 in 1,108 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    1,108
    ACCOUNTS
  • Average Account Value
    $90,558
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at G.w. Sherwold Associates, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Thomas P. Flynn
CRD#: 4310431
22994 El Toro Road, Lake Forest, CA 92630
93
Wealthminder
score

Thomas Flynn (CRD# 4310431) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 16 years of experience in the finance industry.

2
Juan E. Toledano
CRD#: 4133113
22994 El Toro Road, Lake Forest, CA 92630
93
Wealthminder
score

Juan Toledano (CRD# 4133113) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 18 years of experience in the finance industry.

3
Gary W. Sherwold
CRD#: 1353782
22994 El Toro Road, Lake Forest, CA 92630
83
Wealthminder
score

Gary Sherwold (CRD# 1353782) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 27 years of experience in the finance industry.

4
Adam R. Devone
CRD#: 1506645
22994 El Toro Road, Lake Forest, CA 92630
73
Wealthminder
score

Adam Devone (CRD# 1506645) is an Investment Advisor Representative working at G.w. Sherwold Associates, Inc. in Lake Forest, CA and has over 11 years of experience in the finance industry.

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