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SHERWOOD FINANCIAL PARTNERS, LLC

Tel: 805.870.5591
2475 Townsgate Road
Suite 210
Westlake Village, California  91361

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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

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)

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

301329

SEC#:

801-123155

No. of Clients:

173

Assets under Management

$291,577,855

No. of Advisors:

8

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