Sweet Financial Partners

EST. AUM
$779,154,624

CONTACTS
4

CLIENT ACCOUNTS
3,326

Firm Details

Metro area Minneapolis
CRD Number 316739
Website sweetfinancial.com
Client types

Overview

* Acquired by Carson Group in October 2024* A team of ex-Raymond James advisors have launched a new Dynasty Financial Partners-backed RIA in rural Minnesota.

Platform Details

Investment Preferences

Alternative Activity