Overview
Assets Under Management: $217 million
Headquarters: LIBERTYVILLE, IL
High-Net-Worth Clients: 53
Average Client Assets: $4 million
Frequently Asked Questions
PATRICK M. SWEENEY & ASSOCIATES, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112802), PATRICK M. SWEENEY & ASSOCIATES, INC is subject to fiduciary duty under federal law.
PATRICK M. SWEENEY & ASSOCIATES, INC is headquartered in LIBERTYVILLE, IL.
PATRICK M. SWEENEY & ASSOCIATES, INC serves 53 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, PATRICK M. SWEENEY & ASSOCIATES, INC offers financial planning and portfolio management for individuals. View all service details ↓
PATRICK M. SWEENEY & ASSOCIATES, INC manages $217 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, PATRICK M. SWEENEY & ASSOCIATES, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.97
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 293
Discretionary Accounts: 291
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 112802
Last Filing Date: 2025-03-03 00:00:00
Website: https://www.patrickmsweeney.com