Sherwood Financial Management
Sherwood Financial Management (CRD# 305997) is a financial advisory firm headquartered in , . They manage $12,842,552 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sherwood Financial Management
By the Numbers
-
Total Assets Under Management13MILLION
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$558,372
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Sherwood Financial Management
1
Tracy Sherwood (CRD# 7187659) is an Investment Advisor Representative working at Sherwood Financial Management in Clarence, NY and has 1 year of experience in the finance industry.
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