SWEENEY & MICHEL, LLC

CHICO, California·3 registered advisors·CRD# 282595
SEC# 801-1133500(530) 487-1777
01

Firm Overview

AUM
$558M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SWEENEY & MICHEL, LLC

3 registered advisors
Brian Philip Sweeney
CHICO, California
Joseph Daniel Sweeney
CHICO, California
Renee Ann Michel
CHICO, California
05

Office Locations

CHICO, California
3 advisors

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Data sourced from SEC Form ADV filings. SWEENEY & MICHEL, LLC (CRD# 282595) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.