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Sherwold G W Associates Inc (Lake Forest)


Sherwold G W Associates Inc is a mid-sized advisory firm based in Lake Forest. It manages $57.01 million of regulatory assets for 713 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Sherwold G W Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sherwold G W Associates: assets under management

The assets under management (AUM) of Sherwold G W Associates Inc is $57.01 million. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.61 million in discretionary accounts and $4.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $24.04 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sherwold G W Associates Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lake Forest

The principal office where Sherwold G W Associates Inc performs its advisory services is located at 22994 El Toro Rd, Lake Forest, CA 92630, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-470-0700 or by fax 949-470-0707. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.gwsherwold.com.


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