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PATRICK M. SWEENEY & ASSOCIATES, INC
CRD 112802 · SEC 801-118910
900 TECHNOLOGY WAY, SUITE 260, LIBERTYVILLE, IL, 60048, United States
Phone
847 277-7771
Fax
847 277-7707
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$252.5M
Discretionary AUM
$251.4M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $14.5M |
| High net worth individuals | 55 | $238.0M |
States served
IL, LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD