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
Sweetwater Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management88MILLION
-
Total Number of Accounts369ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Sweetwater Financial Advisors, LLC
1
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 (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.
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