Sweetwater Financial Advisors, LLC

Sweetwater Financial Advisors, LLC (CRD# 118372) is a financial advisory firm headquartered in Sugar Land, TX. They manage $88,350,161 in 369 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4655 Sweetwater Blvd., Suite 300, Sugar Land, TX 77479
https://www.sfacorp.com
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    369
    ACCOUNTS
  • Average Account Value
    $239,431
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Sweetwater Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark Snelling, financial advisor Boerne TX
Mark D. Snelling
CRD#: 1824437
Boerne, TX

Mark Snelling (CRD# 1824437) is an Investment Advisor Representative working at Sweetwater Financial Advisors, LLC in Boerne, TX and has over 30 years of experience in the finance industry.

2
David Teel, financial advisor Sugar Land TX
David B. Teel
CRD#: 4381081
4665 Sweetwater Blvd.,, Suite 105, Sugar Land, TX 77479

David Teel (CRD# 4381081) is an Investment Advisor Representative working at Sweetwater Financial Advisors, LLC in Sugar Land, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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