Overview
Assets Under Management: $779 million
Headquarters: FAIRMONT, MN
High-Net-Worth Clients: 140
Average Client Assets: $3.2 million
Frequently Asked Questions
SWEET FINANCIAL PARTNERS, LLC 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 #316739), SWEET FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
SWEET FINANCIAL PARTNERS, LLC is headquartered in FAIRMONT, MN.
SWEET FINANCIAL PARTNERS, LLC serves 140 high-net-worth clients according to their SEC filing dated September 04, 2024. View client details ↓
According to their SEC Form ADV, SWEET FINANCIAL PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SWEET FINANCIAL PARTNERS, LLC manages $779 million in client assets according to their SEC filing dated September 04, 2024.
According to their SEC Form ADV, SWEET FINANCIAL PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.11%
Average Client Assets: $3.2 million
Total Client Accounts: 3,326
Discretionary Accounts: 3,326
Regulatory Filings
CRD Number: 316739
Filing ID: 1894293
Last Filing Date: 2024-09-04 10:01:00