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
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)
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