Juan
Toledano
G.W. Sherwold Associates, Inc
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About this Advisor
Juan Toledano is a financial advisor based in Lake Forest, California, working with G.W. Sherwold Associates, Inc. Juan has previously held a position at G.W. Sherwold Associates, Ic. Juan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Juan is part of G.W. Sherwold Associates, Inc, which operates out of Lake Forest, California. The firm has 3 employees and manages assets totaling $376.7 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at G.W. Sherwold Associates, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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G.W. Sherwold Associates, Inc Brokerage Details
$376,717,482
3
766
$491,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Juan Toledano Work History
G.W. Sherwold Associates, Ic
Disclosures
Please visit the SEC profile of Juan Toledano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at G.W. Sherwold Associates, Inc
Lake Forest, CA
Lake Forest, CA
Lake Forest, CA
Lake Forest, CA
Lake Forest, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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