G.W. Sherwold Associates, Inc

Financial Services • Lake Forest, California, United States • 1-10 Employees

Company overview

Headquarters	22994 El Toro Road, Lake Forest, CA 92630, US
Phone number	+19494700700
Website	gwsherwold.com
NAICS	52
SIC	628
Keywords	Retirement Planning, Estate Planning, Profit Sharing Plans, Charitable Trusts, Non-Qualified Plans, Individual Retirement Accounts (Ira), 401K + 403B Plans, Defined Benefit & Defined Contribution Plans
Employees	1-10
Socials

Key Contact at G.W. Sherwold Associates, Inc

Gary Sherwold

President

G.W. Sherwold Associates, Inc Email Formats

G.W. Sherwold Associates, Inc uses 1 email format. The most common is {first initial} (e.g., j@gwsherwold.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@gwsherwold.com	100%

About G.W. Sherwold Associates, Inc

Our firm is in one business only- that of preserving and enhancing our clients’ wealth. We use the highest quality institutional funds to allow for growth, while limiting potential volatility. We are a full service and fee-based firm and a leader in financial planning for clients and companies across the country. We provide clear advice and offer our clients a disciplined and prudent consulting process, focused on delivering quality service.

G.W. Sherwold Associates, Inc revenue & valuation

Annual revenue	$12,700,000
Revenue per employee	$2,529,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$40,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

G.W. Sherwold Associates, Inc has never raised funding before.

G.W. Sherwold Associates, Inc Tech Stack

Discover the technologies and tools that power G.W. Sherwold Associates, Inc's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Underscore.js

JavaScript libraries

Drupal

CMS

Google Maps

Maps

Microsoft 365

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

AddToAny

Widgets

Google Analytics

Analytics

Frequently asked questions

G.W. Sherwold Associates, Inc is located in Lake Forest, California, US.

You can reach G.W. Sherwold Associates, Inc at +19494700700.

G.W. Sherwold Associates, Inc has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at G.W. Sherwold Associates, Inc

Gary Sherwold

President

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