G.W. SHERWOLD ASSOCIATES, INC.
SEC Form ADV profile.
Total regulatory AUM
$572,374,007
Discretionary
$146,508,664
Non-discretionary
$425,865,343
Firm details
- CRD number
- 42186
- SEC file number
- 801-118949
- Main office
- LAKE FOREST, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.GWSHERWOLD.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.