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Building 2SHERWOOD FINANCIAL PARTNERS, LLC

Map pinWESTLAKE VILLAGE, CA
Phone805.870.5591
NotebookSEC #801-123155
Total AUM
$293.8M
Employees
6
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2475 TOWNSGATE ROAD
SUITE 210
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
BY APPOINTMENT ONLY.
Monday - Friday
Phone
805.870.5591
Other Offices
2

ReceiptFinancials

Total AUM
$293.8M
Accounts
207
Discretionary
$293.8M
Accounts
203
Non-Discretionary
$63.9K
Accounts
4

ContactClients

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Individual Clients
48
AUM
$20.2M
HNW Individual Clients
39
AUM
$236.2M
Charitable Organization Clients
1
AUM
$37.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
BASIC TAX PLANNING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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