PATRICK M. SWEENEY & ASSOCIATES, INC

900 Technology Way
Suite 260
Libertyville, Illinois 60048
Tel: 847 277-7771

About PATRICK M. SWEENEY & ASSOCIATES, INC

PATRICK M SWEENEY & ASSOCIATES, INC, formally registered with the SEC as PATRICK M SWEENEY & ASSOCIATES, INC. The firm was established in 06/16/2020. They have over 1 offices throughout the country.

PATRICK M. SWEENEY & ASSOCIATES, INC is a Libertyville, Illinois based Financial Planning firm with nearly $217,183,226 assets under management, offering retirement planning & investment advisory services to 293 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112802
SEC#	801-118910
Assets Managed by Firm	$217,183,226
No. of Clients	293
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	293	$217,183,226
Individuals (other than high net worth individuals)	30	$13,087,626
High net worth individuals	53	$204,095,600

More Retirement Planning firms in Libertyville, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

Explore More Retirement Advisors in Libertyville, Illinois

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.