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Building 2G.W. SHERWOLD ASSOCIATES, INC.

Map pinLAKE FOREST, CA
Phone949-470-0700
NotebookSEC #801-118949
Total AUM
$572.4M
Employees
3
Clients
424

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22994 EL TORO RD
LAKE FOREST
CA 92630
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
949-470-0700

ReceiptFinancials

Total AUM
$572.4M
Accounts
786
Discretionary
$146.5M
Accounts
777
Non-Discretionary
$425.9M
Accounts
9

ContactClients

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Individual Clients
415
AUM
$146.5M
Pension/Profit Sharing Plan Clients
9
AUM
$425.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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