SHERWOOD OAK KNOLL, LLC

SHERWOOD OAK KNOLL, LLC is an SEC-registered investment adviser (CRD 310621). Regulatory assets under management: $3.0M.

Registration

• CRD: 310621
• Type: Registered investment adviser
• Phone: (626) 720-1700
• Latest filing: 2026-03-09
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310621 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search