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Building 2SHERWOLD G W ASSOCIATES INC

Map pinLAKE FOREST, CA
Phone949-470-0700
NotebookSEC #801-46883
Total AUM
$57M
Employees
3
Clients
0

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
$57M
Accounts
713
Discretionary
$52.6M
Accounts
530
Non-Discretionary
$4.4M
Accounts
183

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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