Patrick M. Sweeney & Associates, Inc
● SEC registered since 2020CRD 112802SEC# 801-118910Libertyville, IL
Reg. AUM
$252.5M
Employees
2
Accounts
305
Location
Libertyville, IL
Patrick M. Sweeney & Associates, Inc assets under management
Patrick M. Sweeney & Associates, Inc operates as an SEC-registered investment adviser based in Libertyville, IL. The firm has been registered since 2020. It reports $252.5 million in regulatory assets under management and employs 2 people.
Patrick M. Sweeney & Associates, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Michael Sweeney Control | President, Chief Compliance Officer | Over 75% | 2001 |
Frequently asked questions
How much does Patrick M. Sweeney & Associates, Inc manage?
Patrick M. Sweeney & Associates, Inc reports $252.5 million in regulatory assets under management on its Form ADV.
How many employees does Patrick M. Sweeney & Associates, Inc have?
Patrick M. Sweeney & Associates, Inc reports 2 employees.
Where is Patrick M. Sweeney & Associates, Inc located?
Patrick M. Sweeney & Associates, Inc is based in Libertyville, IL and has been SEC-registered since 2020.
Does Patrick M. Sweeney & Associates, Inc disclose fund performance?
Patrick M. Sweeney & Associates, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 900 Technology Way, Suite 260, Libertyville, IL 60048 |
| Phone | 847 277-7771 |
| Fax | 847 277-7707 |
| Office hours | 8:30 A.M To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$252.5M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$252.5Mregulatory AUM
Discretionary $251.4MNon-discretionary $1.2M