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Joseph Daniel Sweeney

SWEENEY & MICHEL, LLC·CHICO, California
Unclaimed Profile
196 COHASSET ROAD, CHICO, CA 95926CRD# 4968553Firm CRD# 282595
01

About

Joseph Daniel Sweeney is a registered financial advisor based in CHICO, California, affiliated with SWEENEY & MICHEL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SWEENEY & MICHEL, LLC
SWEENEY & MICHEL, LLC
AUM
$558M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SWEENEY & MICHEL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4968553
Firm CRD# 282595
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Daniel Sweeney offer?
Joseph Daniel Sweeney specializes in Financial Planning, Investment Management. Contact their office in CHICO, California for a consultation.
What are Joseph Daniel Sweeney's credentials?
Joseph Daniel Sweeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Daniel Sweeney located?
Joseph Daniel Sweeney is based in CHICO, California, working with SWEENEY & MICHEL, LLC. Their office serves clients in the CHICO metropolitan area and surrounding communities.
How does Joseph Daniel Sweeney charge for services?
Joseph Daniel Sweeney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWEENEY & MICHEL, LLC?
SWEENEY & MICHEL, LLC has approximately 6 employees and manages $558M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHICO
Guerdon Tisdale Ely — ELY PRUDENT PORTFOLIOS, LLCMark Warren Spelts — SPELTS WEALTH MANAGEMENT, INCRyan Timothy O'donnell — CHICO WEALTH RIA, INC.Brian Philip Sweeney — SWEENEY & MICHEL, LLCSteven Harry Cliadakis — BAY CLIADAKIS & ASSOCIATES, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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