S
$84.0M Total AUM
$84.0M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-09-2012
- Office Locations
- 1
Office Locations
-- Redmond WA
About Sherwood Investments
Sherwood Investments is a Redmond, WA fee-only RIA focused on retirement planning and ongoing investment management for individuals and families. The firm maintains dynamic financial plans and portfolios (including ETF-based implementations) and works with clients across multiple states. Principal Eric J. Linger, a former Edward Jones branch manager with an engineering/AT&T analytical background, provides fiduciary advice with no commissions.
Team overview
-- AVG AGE
$84.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Owner & Executives
ERIC J LINGER
Chief Compliance Officer, Principal
- CRD
- #2958820
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,000,000 | $750,000 |
| Non-Discretionary | $0 | -- |
| Total | $84,000,000 | $750,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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