Sherwood Investments
RIASEC Registered
Total AUM
$84M
Discretionary
$84M
100% of AUM
Avg account
$2M
Accounts
41
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 113622
- Website
- www.sherwood-investments.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sherwood Investments is an independent registered investment adviser operating as a sole proprietorship that focuses on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and bills on a percentage-of-assets-under-management basis. It is not structured as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities50%
- Non-Exchange Traded Equities50%
Contacts
2 of 2
Eric Linger
Registered Investment AdvisorCRD 2958820
Matthew Boelter
Director, Financial PlanningCRD 6108646
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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