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Sweeney & Michel, LLC

● SEC registered since 2018CRD 282595SEC# 801-113350Chico, CA
Export (members)
Reg. AUM
$625.9M
Employees
5
Accounts
1,418
Location
Chico, CA

Sweeney & Michel, LLC assets under management

Sweeney & Michel, LLC is a registered investment adviser overseen by the SEC based in Chico, CA. The firm has been registered since 2018. It reports $625.9 million in regulatory assets under management and employs 5 people.
www.instagram.com/sweeney_michel_chicoView on SEC.gov ↗

Sweeney & Michel, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joseph Daniel Sweeney ControlManaging Member50-75%2016
Renee Ann Michel ControlManaging Member/Chief Compliance Officer50-75%2016

Frequently asked questions

How much does Sweeney & Michel, LLC manage?

Sweeney & Michel, LLC reports $625.9 million in regulatory assets under management on its Form ADV.

How many employees does Sweeney & Michel, LLC have?

Sweeney & Michel, LLC reports 5 employees.

Where is Sweeney & Michel, LLC located?

Sweeney & Michel, LLC is based in Chico, CA and has been SEC-registered since 2018.

Does Sweeney & Michel, LLC disclose fund performance?

Sweeney & Michel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address196 Cohasset Road, Suite 100, Chico, CA 95926
Phone(530) 487-1777
Fax(530) 487-4747
Office hours8:00 a.m. - 3:00 p.m. Monday - Thursday, 8:00 a.m. - 2:00 p.m. Friday
SEC regionSan Francisco Regional Office (SFRO)
CIK1979556
Discloses disciplinary historyNo

Assets under management

Discretionary$552.3M
Non-discretionary$73.6M
Total (RAUM)$625.9M