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Building 2SWEETWATER INVESTMENTS INC

Map pinREDMOND, WA
Phone425.861.0112
NotebookSEC #801-35176
Total AUM
$465.4M
Employees
7
Clients
227

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8561 154TH AVENUE NE
SUITE 270
REDMOND
WA 98052
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
425.861.0112
Other Offices
1

ReceiptFinancials

Total AUM
$465.4M
Accounts
226
Discretionary
$347.9M
Accounts
168
Non-Discretionary
$117.5M
Accounts
58

ContactClients

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Individual Clients
1
AUM
$100K
HNW Individual Clients
226
AUM
$465.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CTWA

HandshakeAffiliates

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

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