Sherwood Oak Knoll, LLC

Sherwood Oak Knoll, LLC (CRD# 310621) is a financial advisory firm headquartered in , . They manage $3,000,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/company/sherwoodoakknoll
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $230,769
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sherwood Oak Knoll, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Moreland, financial advisor San Marino CA
Thomas K. Moreland
CRD#: 3126278
2220 Adair Street, San Marino, CA 91108

Thomas Moreland (CRD# 3126278) is an Investment Advisor Representative working at Sherwood Oak Knoll, LLC in San Marino, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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