Sherwood Financial Partners, LLC
Sherwood Financial Partners, LLC (CRD# 301329) is a financial advisory firm headquartered in Westlake Village, CA. They manage $291,577,855 in 173 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management292MILLION
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Total Number of Accounts173ACCOUNTS
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Average Account Value$1,685,421
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CO, TX
Hannah Boundy (CRD# 6330580) is an Investment Advisor Representative working at Sherwood Financial Partners, LLC in Westlake Village, CA and has over 10 years of experience in the finance industry.
Matthew Davis (CRD# 5853796) is an Investment Advisor Representative working at Sherwood Financial Partners, LLC in Westlake Village, CA and has over 12 years of experience in the finance industry.
Yvonne Darby (CRD# 7390024) is an Investment Advisor Representative working at Sherwood Financial Partners, LLC in Westlake Village, CA and has over 2 years of experience in the finance industry.