Overview
Assets Under Management: $455 million
Headquarters: LAKE FOREST, CA
Frequently Asked Questions
G.W. SHERWOLD ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #42186), G.W. SHERWOLD ASSOCIATES, INC. is subject to fiduciary duty under federal law.
G.W. SHERWOLD ASSOCIATES, INC. is headquartered in LAKE FOREST, CA.
According to their SEC Form ADV, G.W. SHERWOLD ASSOCIATES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
G.W. SHERWOLD ASSOCIATES, INC. manages $455 million in client assets according to their SEC filing dated April 29, 2025.
According to their SEC Form ADV, G.W. SHERWOLD ASSOCIATES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
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