SWEETWATER FINANCIAL ADVISORS, LLC

SUGAR LAND, Texas·2 registered advisors·CRD# 118372
SEC# 801-624591281-491-3333
01

Firm Overview

AUM
$48M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SWEETWATER FINANCIAL ADVISORS, LLC

2 registered advisors
David Bryan Teel
SUGAR LAND, Texas
Mark Dixon Snelling
SUGAR LAND, Texas
05

Office Locations

SUGAR LAND, Texas
2 advisors

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Data sourced from SEC Form ADV filings. SWEETWATER FINANCIAL ADVISORS, LLC (CRD# 118372) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.