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Building 2SWEET FINANCIAL PARTNERS, LLC

Map pinFAIRMONT, MN
Phone507-235-5587
NotebookSEC #801-122466
Total AUM
$779.2M
Employees
12
Clients
1,145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 SOUTH PRAIRIE AVE
FAIRMONT
MN 56031
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
507-235-5587

ReceiptFinancials

Total AUM
$779.2M
Accounts
3,326
Discretionary
$779.2M
Accounts
3,326
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,001
AUM
$322.3M
HNW Individual Clients
140
AUM
$452.8M
Charitable Organization Clients
2
AUM
$2.3M
Government Entity Clients
1
AUM
$1.2M
Corporation or Business Clients
1
AUM
$652K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILINMIMNNCNENYPASDTXWAWI

HandshakeAffiliates

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

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