SWEENEY & MICHEL, LLC
SEC Form ADV profile.
Total regulatory AUM
$752,618,512
Discretionary
$731,555,735
Non-discretionary
$21,062,777
Firm details
- CRD number
- 282595
- SEC file number
- 801-113350
- Main office
- CHICO, CA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.