SWEET FINANCIAL PARTNERS, LLC
CRD #316739 SEC #801-122466 FAIRMONT, MN 507-235-5587
SEC Registered
Total AUM
$779.2M
Discretionary
$779.2M
Employees
15
Clients
0
Accounts
3,326
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2024 | $779.2M | $779.2M | $0 | 12 | 0 |
| Jun 2024 | $779.2M | $779.2M | $0 | 15 | 0 |
| Mar 2024 | $779.2M | $779.2M | $0 | 15 | 0 |
| Mar 2023 | $627.6M | $627.6M | $0 | 16 | 0 |
| Feb 2022 | $585.7M | $585.7M | $0 | 16 | 1 |
| Nov 2021 | $0 | $0 | $0 | 14 | 0 |
| Nov 2021 | $0 | $0 | $0 | 14 | 0 |
| Nov 2021 | $0 | $0 | $0 | 14 | 0 |
| Oct 2021 | $0 | $0 | $0 | 14 | 0 |
| Sep 2021 | $0 | $0 | $0 | 14 | 0 |
DateSep 2024
Total AUM$779.2M
Discretionary$779.2M
Non-Disc.$0
Employees12
Clients0
DateJun 2024
Total AUM$779.2M
Discretionary$779.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$779.2M
Discretionary$779.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$627.6M
Discretionary$627.6M
Non-Disc.$0
Employees16
Clients0
DateFeb 2022
Total AUM$585.7M
Discretionary$585.7M
Non-Disc.$0
Employees16
Clients1
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0