SHERWOOD FINANCIAL PARTNERS, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 301329). Regulatory assets under management: $293.8M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Matthew Glenn Davis | MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| Hannah Elizabeth Oaks Boundy | MANAGING MEMBER | — |
| DAVIS SCOTT GLENN | MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| BOUNDY HANNAH ELIZABETH OAKS | MANAGING MEMBER; MEMBER | — |