Sign in
Create a free account
SHERWOOD INVESTMENT SERVICES
425-898-8989
SEC #801-60372Total AUM
$30M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM - 6PM PT
Monday - Friday
Monday - Friday
Phone
425-898-8989
Financials
Total AUM
$30M
Accounts
40Discretionary
$30M
Accounts
40Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NJWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.