Sweet William Ellery Iii is an adviser based in Denver. It manages $67.69 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, and Texas.
Sweet William Ellery Iii provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sweet William Ellery Iii is $67.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sweet William Ellery Iii for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Sweet William Ellery Iii is owned by William Ellery Sweet. James Leroy Jamison joined the executive team most recently as the Cco.
The principal office where Sweet William Ellery Iii performs its advisory services is located at 1777 S. Harrison, Ste 1040, Denver, CO 80210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-759-4414 or by fax 303-753-6496. The normal business hours are 8:00 a.m.- 5:00 p.m. on Monday - Friday.