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Mark Dixon Snelling

SWEETWATER FINANCIAL ADVISORS, LLC·SUGAR LAND, Texas
Clean recordSWEETWATER FINANCIAL ADVISORS, LLC
4665 SWEETWATER BLVD., SUGAR LAND, TX 77479CRD# 1824437Firm CRD# 118372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Dixon Snelling · SUGAR LAND, TX
Registration
CRD #1824437 · SWEETWATER FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Dixon Snelling is a registered financial advisor based in SUGAR LAND, Texas, affiliated with SWEETWATER FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SWEETWATER FINANCIAL ADVISORS, LLC
SWEETWATER FINANCIAL ADVISORS, LLC
AUM
$48M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SWEETWATER FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1824437
Firm CRD# 118372
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Dixon Snelling offer?
Mark Dixon Snelling specializes in Financial Planning, Investment Management. Contact their office in SUGAR LAND, Texas for a consultation.
What are Mark Dixon Snelling's credentials?
Mark Dixon Snelling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Dixon Snelling located?
Mark Dixon Snelling is based in SUGAR LAND, Texas, working with SWEETWATER FINANCIAL ADVISORS, LLC. Their office serves clients in the SUGAR LAND metropolitan area and surrounding communities.
How does Mark Dixon Snelling charge for services?
Mark Dixon Snelling'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 FINANCIAL ADVISORS, LLC?
SWEETWATER FINANCIAL ADVISORS, LLC has approximately 4 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SWEETWATER FINANCIAL ADVISORS, LLC

David Bryan Teel
SUGAR LAND, TX

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