Patrick M. Sweeney & Associates, Inc
Patrick M. Sweeney & Associates, Inc is an SEC-registered ria in Libertyville, IL with $252.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Patrick M. Sweeney & Associates, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112802, SEC 801-118910, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $252.5M (2026-03-25)
- Firm type
- Ria
- Location
- Libertyville, IL
- Employees
- 2
- Clients
- 86
- CRD
- 112802
- Ownership
- SWEENEY, PATRICK, MICHAEL
How much AUM does Patrick M. Sweeney & Associates, Inc have?
Patrick M. Sweeney & Associates, Inc reported $252.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Patrick M. Sweeney & Associates, Inc?
Disclosed owners and executives of Patrick M. Sweeney & Associates, Inc include SWEENEY, PATRICK, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.