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Travis P. Greenwood

SWEETWATER INVESTMENT MANAGEMENT LLC·ENCINITAS, California
Unclaimed Profile
662 ENCINITAS BLVD, ENCINITAS, CA 92024CRD# 7195531Firm CRD# 297613
01

About

Travis P. Greenwood 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
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# 7195531
Firm CRD# 297613
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Travis P. Greenwood offer?
Travis P. Greenwood specializes in Retirement Planning, Wealth Management. Contact their office in ENCINITAS, California for a consultation.
What are Travis P. Greenwood's credentials?
Travis P. Greenwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Travis P. Greenwood located?
Travis P. Greenwood 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 Travis P. Greenwood charge for services?
Travis P. Greenwood'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 in ENCINITAS
Brent Anthony Granado — SWEETWATER INVESTMENT MANAGEMENT LLCJames Bunker Gamett — SWEETWATER INVESTMENT MANAGEMENT LLCSteven William Winters — GEMINI STRATEGIES LLC, INC.Jason Snow — COOPER CAPITAL ADVISORS, LLCClinton Wayne Cooper — COOPER CAPITAL ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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