Sherwood Wealth Management
Sherwood Wealth Management (CRD# 172687) is a financial advisory firm headquartered in Basalt, CO. They manage $20,104,470 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management20MILLION
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$478,678
- 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
CO
Brian Littlejohn (CRD# 5895687) is an Investment Advisor Representative working at Sherwood Investment Management in Petaluma, CA and has 10 years of experience in the finance industry. Brian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Additionally, Brian has earned two Master's Degrees in Finance.