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Building 2PATRICK M. SWEENEY & ASSOCIATES, INC

Map pinLIBERTYVILLE, IL
Phone847 277-7771
NotebookSEC #801-118910
Total AUM
$252.5M
Employees
2
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 TECHNOLOGY WAY
SUITE 260
LIBERTYVILLE
IL 60048
United States
Operating Hours
8:30 A.M TO 5:00 P.M.
Monday - Friday
Phone
847 277-7771
Other Offices
1

ReceiptFinancials

Total AUM
$252.5M
Accounts
305
Discretionary
$251.4M
Accounts
303
Non-Discretionary
$1.2M
Accounts
2

ContactClients

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Individual Clients
31
AUM
$14.5M
HNW Individual Clients
55
AUM
$238M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLATX

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

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