Andrew
Sweere

Bright Angel Advisors LLC

CRD#7611356
Investment Advisor
in Saint Paul, MN

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About this Advisor

Andrew Sweere is a financial advisor based in Saint Paul, Minnesota, working with Bright Angel Advisors LLC. Andrew has previously held positions at M J Barrett & Company Pllc, Bright Angel Advisors LLC, Deloitte Tax Llp, and was a full-time university student. Andrew has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Andrew is part of Bright Angel Advisors LLC, which operates out of Saint Paul, Minnesota. The firm has 4 employees and manages assets totaling $172.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses. The fee structure at Bright Angel Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3900 Northwoods Dr. Suite 350
Saint Paul, MN 55112

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Bright Angel Advisors LLC Brokerage Details

Total Assets Under Management

$172,666,764

MN Average: $5,289,111,388
Total Number of Employees

4

MN Average: 157
Total Number of Accounts

98

MN Average: 8,262
Average Account Size

$1,761,906

MN Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Andrew Sweere Work History

2022 - Present (2 years)

Bright Angel Advisors LLC

2021 - Present (3 years)

M J Barrett & Company Pllc

2017 - 2021 (4 years)

Deloitte Tax Llp

2013 - 2017 (4 years)

Full-Time University Student

Disclosures

Please visit the SEC profile of Andrew Sweere to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bright Angel Advisors LLC

Andrew Sweere
Saint Paul, MN
Michael Barrett
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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