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G.w. Sherwold Associates, Inc.

● SEC registered since 2020CRD 42186SEC# 801-118949Lake Forest, CA
Export (members)
Reg. AUM
$455.4M
Employees
3
Accounts
689
Location
Lake Forest, CA

G.w. Sherwold Associates, Inc. assets under management

G.w. Sherwold Associates, Inc. operates as an SEC-registered investment adviser based in Lake Forest, CA. The firm has been registered since 2020. It reports $455.4 million in regulatory assets under management and employs 3 people.
www.gwsherwold.comView on SEC.gov ↗

G.w. Sherwold Associates, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Gary William Sherwold ControlPresident & Chief Compliance OfficerOver 75%1994

Frequently asked questions

How much does G.w. Sherwold Associates, Inc. manage?

G.w. Sherwold Associates, Inc. reports $455.4 million in regulatory assets under management on its Form ADV.

How many employees does G.w. Sherwold Associates, Inc. have?

G.w. Sherwold Associates, Inc. reports 3 employees.

Where is G.w. Sherwold Associates, Inc. located?

G.w. Sherwold Associates, Inc. is based in Lake Forest, CA and has been SEC-registered since 2020.

Does G.w. Sherwold Associates, Inc. disclose fund performance?

G.w. Sherwold Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address22994 el Toro Rd, Lake Forest, CA 92630
Phone949-470-0700
Fax949-470-0707
Office hours9:00a.m. To 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$131.7M
Non-discretionary$323.7M
Total (RAUM)$455.4M