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Financial Advisor
California
Westlake Village
SHERWOOD FINANCIAL PARTNERS, LLC

SHERWOOD FINANCIAL PARTNERS, LLC

Tel: 805.870.5591 2475 Townsgate Road Suite 210 Westlake Village, California 91361

About SHERWOOD FINANCIAL PARTNERS, LLC

SHERWOOD FINANCIAL PARTNERS, LLC is a Westlake Village, California based financial advisory firm with nearly $291,577,855 in assets under management and provides investment advisory services for 173 clients. There are currently 8 financial advisors at the firm.

General Information
Firm CRD#:

301329

Firm SEC#:

801-123155

Assets Under Management:

$291,577,855

No. of Clients:

173

No. of Advisors:

8

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (BASIC TAX PLANNING)

Fee Structure:

A percentage of AUM, Hourly charges

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