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SWEENEY & MICHEL, LLC
CRD 282595 · SEC 801-113350
196 COHASSET ROAD, SUITE 100, CHICO, CA, 95926, United States
Phone
(530) 487-1777
Fax
(530) 487-4747
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$752.6M
Discretionary AUM
$731.6M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 526 | $272.4M |
| High net worth individuals | 101 | $357.1M |
| Pension/profit sharing plans | 25 | $58.7M |
| Charitable organizations | 7 | $21.7M |
| Corporations/business entities | 29 | $42.6M |
States served
AZ, CA, CO, ID, NE, NV, OR, TX
All web addresses on file
Official SEC filing: View on IAPD