Overview
Assets Under Management: $1.1 billion
Headquarters: REDMOND, WA
High-Net-Worth Clients: 191
Average Client Assets: $2.0 million
Frequently Asked Questions
SWEETWATER INVESTMENTS 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 #107493), SWEETWATER INVESTMENTS INC is subject to fiduciary duty under federal law.
SWEETWATER INVESTMENTS INC is headquartered in REDMOND, WA.
SWEETWATER INVESTMENTS INC serves 191 high-net-worth clients according to their SEC filing dated January 19, 2018. View client details ↓
According to their SEC Form ADV, SWEETWATER INVESTMENTS INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SWEETWATER INVESTMENTS INC manages $1.1 billion in client assets according to their SEC filing dated January 19, 2018.
According to their SEC Form ADV, SWEETWATER INVESTMENTS INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 191
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.38%
Average Client Assets: $2.0 million
Total Client Accounts: 182
Discretionary Accounts: 157
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 107493
Filing ID: 1166237
Last Filing Date: 2018-01-19 09:52:00