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James Hilton Sherwood

TMFS - FRESNO, LLC·FRESNO, California
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9423 N. FORT WASHINGTON RD, FRESNO, CA 93730CRD# 5018440Firm CRD# 147575
01

About

James Hilton Sherwood is a registered financial advisor based in FRESNO, California, affiliated with TMFS - FRESNO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TMFS - FRESNO, LLC
THE MUTUAL FUND STORE
AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TMFS - FRESNO, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5018440
Firm CRD# 147575
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Hilton Sherwood offer?
James Hilton Sherwood specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FRESNO, California for a consultation.
What are James Hilton Sherwood's credentials?
James Hilton Sherwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Hilton Sherwood located?
James Hilton Sherwood is based in FRESNO, California, working with TMFS - FRESNO, LLC. Their office serves clients in the FRESNO metropolitan area and surrounding communities.
How does James Hilton Sherwood charge for services?
James Hilton Sherwood's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TMFS - FRESNO, LLC?
TMFS - FRESNO, LLC has approximately 1 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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