MCALISTER, SWEET & ASSOCIATES, INC.

19500 St. Hwy. 249
Suite 345
Houston, Texas 77070
Tel: 281-897-0700

About MCALISTER, SWEET & ASSOCIATES, INC.

MCALISTER, SWEET & ASSOCIATES, INC, formally registered with the SEC as MCALISTER, SWEET & ASSOCIATES, INC. The firm was established in 11/27/2017. They have over 1 offices throughout the country.

MCALISTER, SWEET & ASSOCIATES, INC. is a Houston, Texas based Financial Planning firm with nearly $205,463,910 assets under management, offering retirement planning & investment advisory services to 334 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290626
SEC#	801-112082
Assets Managed by Firm	$205,463,910
No. of Clients	334
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	334	$205,463,910
Individuals (other than high net worth individuals)	99	$37,646,982
High net worth individuals	77	$167,816,928

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