Sweetwater Investments Inc.
Sweetwater Investments Inc. (CRD# 107493) is a financial advisory firm headquartered in Redmond, WA. They manage $1,074,679,911 in 233 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1,075MILLION
Total Number of Accounts233ACCOUNTS
Average Account Value$4,612,360
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Daryl Miller (CRD# 1331381) is an Investment Advisor Representative working at Sweetwater Investments Inc. in Redmond, WA and has over 19 years of experience in the finance industry. Daryl Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Free (CRD# 6170914) is an Investment Advisor Representative working at Sweetwater Investments Inc. in Tacoma, WA and has over 4 years of experience in the finance industry.