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Building 2MCALISTER, SWEET & ASSOCIATES, INC.

Map pinHOUSTON, TX
Phone281-897-0700
NotebookSEC #801-112082
Total AUM
$224.2M
Employees
4
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19500 ST. HWY. 249
SUITE 345
HOUSTON
TX 77070
United States
Operating Hours
BY APOINTMENT
Monday - Friday
Phone
281-897-0700

ReceiptFinancials

Total AUM
$224.2M
Accounts
368
Discretionary
$223.8M
Accounts
362
Non-Discretionary
$378.8K
Accounts
6

ContactClients

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Individual Clients
107
AUM
$42M
HNW Individual Clients
80
AUM
$182.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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