SWEET INTELLIGENCE INC
Total AUM
$25M
Employees
30Clients
160Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1312 17TH ST
UNIT NUM-2955
DENVER
CO 80202
United States
UNIT NUM-2955
DENVER
CO 80202
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
13476089017
Financials
Total AUM
$25M
Accounts
1,000Discretionary
$25M
Accounts
1,000Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
150AUM
$25M
HNW Individual Clients
1AUM
$0
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Other Clients
1AUM
$0
Description of Other Clients
0
Services
Services Offered
Financial Planning
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.