Sherwold G W Associates Inc.

Sherwold G W Associates Inc. (CRD# 42186) is a financial advisory firm headquartered in Lake Forest, CA. They manage $86,961,812 in 857 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    857
    ACCOUNTS
  • Average Account Value
    $101,472
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 Sherwold G W Associates Inc.
Showing 1 - 2 of 2 top financial advisors.
1
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 Sherwold G W Associates Inc. in Lake Forest, CA and has over 25 years of experience in the finance industry.

2
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 Sherwold G W Associates Inc. in Lake Forest, CA and has over 10 years of experience in the finance industry.

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