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David Bell Sherwood

Alternate Designated OfficerEvanson Asset Management, LLCCRD 5126928

About David Bell Sherwood

David Bell Sherwood is listed as Alternate Designated Officer at Evanson Asset Management, LLC. Form ADV reports a beneficial ownership band of Under 5%. David Bell Sherwood is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Evanson Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Bell Sherwood work?

David Bell Sherwood is listed as Alternate Designated Officer at Evanson Asset Management, LLC on SEC Form ADV.

How much of Evanson Asset Management, LLC does David Bell Sherwood own?

Form ADV reports a beneficial ownership band of Under 5%.

Evanson Asset Management, LLC

TitleAlternate Designated Officer
OwnershipUnder 5%
Control personNo
Since2022
View Evanson Asset Management, LLC →

Evanson Financial, LLC

TitleOwner, Investment Advisor Representative
OwnershipOver 75%
Control personYes
Since2026
View Evanson Financial, LLC →