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Mcalister, Sweet & Associates, Inc.
Houston, Texas
5.0
2 Reviews
MCALISTER, SWEET & ASSOCIATES, INC.
Mcalister, Sweet & Associates, Inc. is a highly regarded investment advisory firm based out of Houston, TX. With over 120 individual clients and a remarkable $159,610,000 in assets under management, they have established themselves as a trusted partner in the financial industry.
While specializing in providing comprehensive investment advice to high net worth individuals, Mcalister, Sweet & Associates, Inc. also possesses the capability to effectively manage employer funds. Notably, all of the assets they manage are discretionary, ensuring a tailored and personalized approach to meet their c...see more
Assets Under Mgmt
$159.61M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Mcalister, Sweet & Associates, Inc.
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