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).

By the Numbers
  • Total Assets Under Management
    1,075
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $4,612,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
  • Other
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.

CT, WA

Financial Advisors at Sweetwater Investments Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daryl K. Miller
CRD#: 1331381
16398 Ne 85th Street, Suite 201, Redmond, WA 98052
96
Wealthminder
score

Daryl Miller (CRD# 1331381) is an Investment Advisor Representative working at Sweetwater Investments Inc. in Redmond, WA and has over 18 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.

2
Christopher D. Free
CRD#: 6170914
1423 East 29th Street #205, Tacoma, WA 98404
89
Wealthminder
score

Christopher Free (CRD# 6170914) is an Investment Advisor Representative working at Sweetwater Investments Inc. in Tacoma, WA and has over 3 years of experience in the finance industry.

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