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SWEETWATER PRIVATE EQUITY
662 Encinitas Blvd
Ste 250
Encinitas, California 92024
Tel: 760-652-6353
About SWEETWATER PRIVATE EQUITY
SWEETWATER PRIVATE EQUITY, formally registered with the SEC as SWEETWATER PRIVATE EQUITY. The firm was established in 12/04/2019. They have over 2 offices throughout the country.
SWEETWATER PRIVATE EQUITY is a Encinitas, California based Financial Planning firm with nearly $1,139,916,747 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297613 |
| SEC# | 801-117733 |
| Assets Managed by Firm | $1,139,916,747 |
| No. of Clients | 9 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $1,139,916,747 |
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