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Patrick Michael Sweeney

PATRICK M. SWEENEY & ASSOCIATES, INC·LIBERTYVILLE, Illinois
Unclaimed Profile
900 TECHNOLOGY WAY, LIBERTYVILLE, IL 60048CRD# 2701208Firm CRD# 112802
01

About

Patrick Michael Sweeney is a registered financial advisor based in LIBERTYVILLE, Illinois, affiliated with PATRICK M. SWEENEY & ASSOCIATES, INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm Overview

Firm
PATRICK M. SWEENEY & ASSOCIATES, INC
PATRICK M. SWEENEY & ASSOCIATES, INC
AUM
$185M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PATRICK M. SWEENEY & ASSOCIATES, INC →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2701208
Firm CRD# 112802
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Michael Sweeney offer?
Patrick Michael Sweeney specializes in Financial Planning, Investment Management. Contact their office in LIBERTYVILLE, Illinois for a consultation.
What are Patrick Michael Sweeney's credentials?
Patrick Michael Sweeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Michael Sweeney located?
Patrick Michael Sweeney is based in LIBERTYVILLE, Illinois, working with PATRICK M. SWEENEY & ASSOCIATES, INC. Their office serves clients in the LIBERTYVILLE metropolitan area and surrounding communities.
How does Patrick Michael Sweeney charge for services?
Patrick Michael 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 PATRICK M. SWEENEY & ASSOCIATES, INC?
PATRICK M. SWEENEY & ASSOCIATES, INC has approximately 3 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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