Overview
Assets Under Management: $205 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 77
Average Client Assets: $2 million
Frequently Asked Questions
MCALISTER, SWEET & ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290626), MCALISTER, SWEET & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
MCALISTER, SWEET & ASSOCIATES, INC. is headquartered in HOUSTON, TX.
MCALISTER, SWEET & ASSOCIATES, INC. serves 77 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, MCALISTER, SWEET & ASSOCIATES, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MCALISTER, SWEET & ASSOCIATES, INC. manages $205 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, MCALISTER, SWEET & ASSOCIATES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.68
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 334
Discretionary Accounts: 329
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 290626
Last Filing Date: 2025-01-29 00:00:00
Website: https://msamsa.net