PATRICK M. SWEENEY & ASSOCIATES, INC
SEC Form ADV profile.
Total regulatory AUM
$252,538,390
Discretionary
$251,351,930
Non-discretionary
$1,186,460
Firm details
- CRD number
- 112802
- SEC file number
- 801-118910
- Main office
- LIBERTYVILLE, IL, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.PATRICKMSWEENEY.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.