McAlister, Sweet & Associates is an investment advisor in Houston with $173.74 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
10968541
SEC advisor number
801-112082
FINRA CRD number
290626
AUM ?
$173.07 mm
(as of 4 Mar 24)
Accounts
323
(as of 4 Mar 24)
Employees
4
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Apr 24
13F-HR
Quarterly holdings report by institutional manager
4 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Oct 23
13F-HR
Quarterly holdings report by institutional manager
5 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 Apr 22
13F-HR
Quarterly holdings report by institutional manager
13 Jan 22