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Building 2SWEENEY & MICHEL, LLC

Map pinCHICO, CA
Phone(530) 487-1777
NotebookSEC #801-113350
Total AUM
$752.6M
Employees
3
Clients
688

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
196 COHASSET ROAD
SUITE 100
CHICO
CA 95926
United States
Operating Hours
8:00 AM - 3:00 PM MONDAY - THURSDAY, 8:00 AM - 2:00 PM FRIDAY
Monday - Friday
Phone
(530) 487-1777

ReceiptFinancials

Total AUM
$752.6M
Accounts
1,571
Discretionary
$731.6M
Accounts
1,460
Non-Discretionary
$21.1M
Accounts
111

ContactClients

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Individual Clients
526
AUM
$272.4M
HNW Individual Clients
101
AUM
$357.1M
Pension/Profit Sharing Plan Clients
25
AUM
$58.7M
Charitable Organization Clients
7
AUM
$21.7M
Corporation or Business Clients
29
AUM
$42.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDNENVORTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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