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Patrick M. Sweeney & Associates, Inc

● SEC registered since 2020CRD 112802SEC# 801-118910Libertyville, IL
Export (members)
Reg. AUM
$217.2M
Employees
3
Accounts
293
Location
Libertyville, IL

Patrick M. Sweeney & Associates, Inc assets under management

Patrick M. Sweeney & Associates, Inc operates as an SEC-registered investment adviser based in Libertyville, IL. The firm has been registered since 2020. It reports $217.2 million in regulatory assets under management and employs 3 people.
www.patrickmsweeney.comView on SEC.gov ↗

Patrick M. Sweeney & Associates, Inc owners & executives

1 reported
NameTitleOwnershipSince
Patrick Michael Sweeney ControlPresident, Chief Compliance OfficerOver 75%2001

Frequently asked questions

How much does Patrick M. Sweeney & Associates, Inc manage?

Patrick M. Sweeney & Associates, Inc reports $217.2 million in regulatory assets under management on its Form ADV.

How many employees does Patrick M. Sweeney & Associates, Inc have?

Patrick M. Sweeney & Associates, Inc reports 3 employees.

Where is Patrick M. Sweeney & Associates, Inc located?

Patrick M. Sweeney & Associates, Inc is based in Libertyville, IL and has been SEC-registered since 2020.

Does Patrick M. Sweeney & Associates, Inc disclose fund performance?

Patrick M. Sweeney & Associates, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address900 Technology Way, Suite 260, Libertyville, IL 60048
Phone847 277-7771
Fax847 277-7707
Office hours8:30 A.M To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$216.1M
Non-discretionary$1.1M
Total (RAUM)$217.2M