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Building 2PATRICK M. SWEENEY & ASSOCIATES, INC

Map pinBARRINGTON, IL
Phone847 277-7771
NotebookSEC #801-67743
Total AUM
$47.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18-4 E DUNDEE ROAD
SUITE 160
BARRINGTON
IL 60010
United States
Operating Hours
8:30 A.M TO 5:00 P.M.
Monday - Friday
Phone
847 277-7771

ReceiptFinancials

Total AUM
$47.2M
Accounts
165
Discretionary
$0
Accounts
0
Non-Discretionary
$47.2M
Accounts
165

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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