Sweetspot Investments LLC

Sweetspot Investments LLC (CRD# 145289) is a financial advisory firm headquartered in , . They manage $2,776,615 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $73,069
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Sweetspot Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Neil H. Stoloff
CRD#: 5434755
Bloomfield Hills, MI
93
Wealthminder
score

Neil Stoloff (CRD# 5434755) is an Investment Advisor Representative working at Sweetspot Investments LLC in Bloomfield Hills, MI and has over 6 years of experience in the finance industry.

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