Juan
Toledano

G.W. Sherwold Associates, Inc

CRD#4133113
Investment Advisor
in Lake Forest, CA

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

22994 El Toro Road
Lake Forest, CA 92630

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G.W. Sherwold Associates, Inc Brokerage Details

Total Assets Under Management

$376,717,482

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

766

CA Average: 3,727
Average Account Size

$491,798

CA Average: $2,033,427

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

1997 - Present (27 years)

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

Adam Devone
Lake Forest, CA
Thomas Flynn
Lake Forest, CA
Michael Nesheim
Lake Forest, CA
Juan Toledano
Lake Forest, CA
Gary Sherwold
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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