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Gregory David Parise

SWEETWATER INVESTMENT MANAGEMENT LLC·ENCINITAS, California
Clean recordSWEETWATER INVESTMENT MANAGEMENT LLC
662 ENCINITAS BLVD, ENCINITAS, CA 92024CRD# 2363948Firm CRD# 297613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory David Parise · ENCINITAS, CA
Registration
CRD #2363948 · SWEETWATER INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory David Parise is a registered financial advisor based in ENCINITAS, California, affiliated with SWEETWATER INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SWEETWATER INVESTMENT MANAGEMENT LLC
SWEETWATER PRIVATE EQUITY
AUM
$1.1B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at SWEETWATER INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2363948
Firm CRD# 297613
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory David Parise offer?
Gregory David Parise specializes in Retirement Planning, Wealth Management. Contact their office in ENCINITAS, California for a consultation.
What are Gregory David Parise's credentials?
Gregory David Parise is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory David Parise located?
Gregory David Parise is based in ENCINITAS, California, working with SWEETWATER INVESTMENT MANAGEMENT LLC. Their office serves clients in the ENCINITAS metropolitan area and surrounding communities.
How does Gregory David Parise charge for services?
Gregory David Parise's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWEETWATER INVESTMENT MANAGEMENT LLC?
SWEETWATER INVESTMENT MANAGEMENT LLC has approximately 14 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SWEETWATER INVESTMENT MANAGEMENT LLC

Brent Anthony Granado
ENCINITAS, CA
James Bunker Gamett
ENCINITAS, CA
Travis P. Greenwood
ENCINITAS, CA

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Research
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