G.W. SHERWOLD ASSOCIATES, INC. - Financial Advisor in California, Lake Forest

Tel: 949-470-0700 22994 El Toro Rd Lake Forest, California 92630

About G.W. SHERWOLD ASSOCIATES, INC.

G.W. SHERWOLD ASSOCIATES, INC. is a Lake Forest, California based financial advisory firm with nearly $455,358,654 in assets under management and provides investment advisory services for 689 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

42186

Firm SEC#:

801-118949

Assets Under Management:

$455,358,654

No. of Clients:

689

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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