SWEETWATER INVESTMENTS INC
CRD #107493 SEC #801-35176 REDMOND, WA 425.861.0112
SEC Registered
Total AUM
$465.4M
Discretionary
$347.9M
Employees
7
Clients
101
Accounts
226
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $465.4M | $347.9M | $117.5M | 7 | 5 |
| Jan 2018 | $1.1B | $557.8M | $498.3M | 7 | 0 |
| Jan 2018 | $1.1B | $557.8M | $498.3M | 7 | 0 |
| Mar 2017 | $1.1B | $557.8M | $498.3M | 7 | 200 |
| May 2016 | $1.1B | $395.8M | $678.9M | 4 | 26 |
| Mar 2016 | $1.1B | $395.8M | $678.9M | 4 | 26 |
| Mar 2015 | $1.3B | $456M | $842.7M | 5 | 100 |
| Mar 2014 | $1.3B | $410.3M | $876.2M | 3 | 26 |
| Mar 2013 | $1.5B | $1.1B | $357.9M | 4 | 26 |
| Feb 2012 | $1.6B | $388M | $1.2B | 1 | 160 |
| Mar 2011 | $1B | $358.3M | $641.7M | 5 | -- |
| Feb 2011 | $1B | $358.3M | $641.7M | 5 | -- |
| Mar 2009 | $1.5B | $456.3M | $1.1B | 5 | -- |
| Mar 2007 | $158.5M | $156.6M | $1.9M | 5 | -- |
| Mar 2006 | $105M | $76.3M | $28.7M | 5 | -- |
| Dec 2004 | $95.1M | $68.4M | $26.7M | 5 | -- |
| Mar 2004 | $95.1M | $68.4M | $26.7M | 5 | -- |
| Mar 2002 | $39.9M | $38.4M | $1.5M | 5 | -- |
DateMar 2018
Total AUM$465.4M
Discretionary$347.9M
Non-Disc.$117.5M
Employees7
Clients5
DateJan 2018
Total AUM$1.1B
Discretionary$557.8M
Non-Disc.$498.3M
Employees7
Clients0
DateJan 2018
Total AUM$1.1B
Discretionary$557.8M
Non-Disc.$498.3M
Employees7
Clients0
DateMar 2017
Total AUM$1.1B
Discretionary$557.8M
Non-Disc.$498.3M
Employees7
Clients200
DateMay 2016
Total AUM$1.1B
Discretionary$395.8M
Non-Disc.$678.9M
Employees4
Clients26
DateMar 2016
Total AUM$1.1B
Discretionary$395.8M
Non-Disc.$678.9M
Employees4
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$456M
Non-Disc.$842.7M
Employees5
Clients100
DateMar 2014
Total AUM$1.3B
Discretionary$410.3M
Non-Disc.$876.2M
Employees3
Clients26
DateMar 2013
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$357.9M
Employees4
Clients26
DateFeb 2012
Total AUM$1.6B
Discretionary$388M
Non-Disc.$1.2B
Employees1
Clients160
DateMar 2011
Total AUM$1B
Discretionary$358.3M
Non-Disc.$641.7M
Employees5
Clients--
DateFeb 2011
Total AUM$1B
Discretionary$358.3M
Non-Disc.$641.7M
Employees5
Clients--
DateMar 2009
Total AUM$1.5B
Discretionary$456.3M
Non-Disc.$1.1B
Employees5
Clients--
DateMar 2007
Total AUM$158.5M
Discretionary$156.6M
Non-Disc.$1.9M
Employees5
Clients--
DateMar 2006
Total AUM$105M
Discretionary$76.3M
Non-Disc.$28.7M
Employees5
Clients--
DateDec 2004
Total AUM$95.1M
Discretionary$68.4M
Non-Disc.$26.7M
Employees5
Clients--
DateMar 2004
Total AUM$95.1M
Discretionary$68.4M
Non-Disc.$26.7M
Employees5
Clients--
DateMar 2002
Total AUM$39.9M
Discretionary$38.4M
Non-Disc.$1.5M
Employees5
Clients--