SHERWOOD FINANCIAL MANAGEMENT

SHERWOOD FINANCIAL MANAGEMENT is an SEC-registered investment adviser (CRD 305997). Regulatory assets under management: $23.9M.

Registration

• CRD: 305997
• Type: Registered investment adviser
• Phone: (716) 302-4265
• Latest filing: 2026-03-13
• Regulatory AUM: $23.9M
• Non-discretionary AUM: $23.9M
• Clients: 1
• Accounts: 36

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305997 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search