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SHERWOOD FINANCIAL PARTNERS, LLC
2475 Townsgate Road
Suite 210
Westlake Village, California 91361
Tel: 805.870.5591
About SHERWOOD FINANCIAL PARTNERS, LLC
SHERWOOD FINANCIAL PARTNERS, LLC, formally registered with the SEC as SHERWOOD FINANCIAL PARTNERS, LLC. The firm was established in 02/09/2022. They have over 2 offices throughout the country.
SHERWOOD FINANCIAL PARTNERS, LLC is a Westlake Village, California based Financial Planning firm with nearly $291,577,855 assets under management, offering retirement planning & investment advisory services to 173 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301329 |
| SEC# | 801-123155 |
| Assets Managed by Firm | $291,577,855 |
| No. of Clients | 173 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
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)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 173 | $291,577,855 |
| Individuals (other than high net worth individuals) | 42 | $15,042,171 |
| High net worth individuals | 29 | $243,539,976 |
| Charitable organizations | 1 | $32,995,708 |
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|---|---|---|---|
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