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SWEENEY ASSET MANAGEMENT, LLC
CRD 138312
720 NW 50TH ST., SUITE 101, OKLAHOMA CITY, OK, 73118, United States
Phone
405-601-9390
Fax
405-606-2005
Registration
— (—)
Source
State registered
Total AUM
$28.9M
Discretionary AUM
$28.9M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; SOLICITOR FEES AS PAID BY THIRD PARTIES
Org form
Limited Liability Company
Filing date
2026-01-31
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $470K |
| High net worth individuals | 20 | $28.5M |
Official SEC filing: View on IAPD