SHERWOOD FINANCIAL PARTNERS, LLC
Firm details
- Headquarters
- WESTLAKE VILLAGE, California
- CRD number
- 301329
- Registered since
- February 9, 2022
- Website
- www.sherwoodfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI80.38%
- Charitable Organizations12.74%
- Individuals6.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sherwood Financial Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2022. The firm is owned by an individual and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Business activities listed include accounting support. Fee arrangements combine a percentage of assets under management with hourly charges. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
- State & Local Bonds2%
Contacts
3 of 3HANNAH BOUNDY
Director of Business OperationsCRD 6330580
MATTHEW DAVIS
Founding PartnerCRD 5853796
Yvonne Darby
Client Account ManagerCRD 7390024
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$113M in ETFs
100%
$113M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $37M | 501,939 | 32.82% |
Location
WESTLAKE VILLAGE, CA
VENTURA
Location
WESTLAKE VILLAGE, CA
Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 2475 Townsgate Rd
- Time zone
- PT (UTC-8)
- Office locations
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