SWEETWATER INVESTMENTS INC
SWEETWATER INVESTMENTS INC of REDMOND, WA is an SEC-registered investment adviser (CRD 107493). Regulatory assets under management: $465.4M.
Registration
- CRD: 107493
- SEC file number: 801-35176
- Type: Registered investment adviser
- Location: 8561 154TH AVENUE NE, SUITE 270, REDMOND, WA, 98052
- Phone: 425.861.0112
- Latest filing: 2018-03-25
- Regulatory AUM: $465.4M
- Discretionary AUM: $347.9M
- Non-discretionary AUM: $117.5M
- Clients: 7
- Accounts: 226
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| MILLER DARYL KIM | DIRECTOR OF FINANCIAL PLANNING | — |
| GIBB DENNIS ROBERT | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| BAKER MICHAEL MCCREDY | MANAGING DIRECTOR | — |
More on this firm