1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SWEENEY ASSET MANAGEMENT LLC

Map pin
Phone615-714-7264
NotebookSEC #801-62928
Total AUM
$100.6M
Employees
1
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
615-714-7264

ReceiptFinancials

Total AUM
$100.6M
Accounts
38
Discretionary
$100.6M
Accounts
38
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
5
AUM
$1.5M
HNW Individual Clients
15
AUM
$61M
Other Clients
3
AUM
$38M
Description of Other Clients
LIMITED LIABILITY COMPANIES

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account