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Home > Retirement Planners > california > lake forest > G.W. SHERWOLD ASSOCIATES, INC.
G.W. SHERWOLD ASSOCIATES, INC.
22994 El Toro Rd
Lake Forest, California 92630
Tel: 949-470-0700
About G.W. SHERWOLD ASSOCIATES, INC.
GW SHERWOLD ASSOCIATES, INC, formally registered with the SEC as GW SHERWOLD ASSOCIATES, INC. The firm was established in 06/19/2020. They have over 1 offices throughout the country.
G.W. SHERWOLD ASSOCIATES, INC. is a Lake Forest, California based Financial Planning firm with nearly $455,358,654 assets under management, offering retirement planning & investment advisory services to 689 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 42186 |
| SEC# | 801-118949 |
| Assets Managed by Firm | $455,358,654 |
| No. of Clients | 689 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 689 | $455,358,654 |
| Individuals (other than high net worth individuals) | 338 | $131,663,622 |
| Pension and profit sharing plans | 7 | $323,695,032 |
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|---|---|---|---|
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| $3,047,294,350,591 | 522 | 700 | |
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| $467,015,634,913 | 18979 | 408 |
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