Overview
Assets Under Management: $455 million
Headquarters: LAKE FOREST, CA
High-Net-Worth Clients: 1
Average Client Assets: $132 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.91
Average High-Net-Worth Client Assets: $132 million
Total Client Accounts: 689
Discretionary Accounts: 682
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 42186
Filing ID: 1985185
Last Filing Date: 2025-04-29 17:17:00
Website: https://gwsherwold.com