Top financial advisors in Encinitas, CA
We’ve curated a list of the best financial advisors in Encinitas, take a look at it below
Find an advisor in Encinitas| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $786,807,326 | 10 advisors |
How we came up with this list
To generate our top financial advisors list in Encinitas, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Encinitas. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Sweetwater Private Equity
Sweetwater Private Equity is a financial advisory firm based in Encinitas, California. It currently has approximately $786,807,326 of assets under management and employs about 10 people. Sweetwater Private Equity uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$786,807,326
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-117733
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.