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G.W. SHERWOLD ASSOCIATES, INC.

Tel: 949-470-0700
22994 El Toro Rd
Lake Forest, California  92630

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G.W. SHERWOLD ASSOCIATES, INC.

G.W. SHERWOLD ASSOCIATES, INC. is a Lake Forest, California based financial advisory firm with nearly $455,358,654 in assets under management and provides investment advisory services for 689 clients. There are currently 3 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 , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

42186

SEC#:

801-118949

No. of Clients:

689

Assets under Management

$455,358,654

No. of Advisors:

3

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