Sweeney & Michel, LLC
● SEC registered since 2018CRD 282595SEC# 801-113350Chico, CA
Reg. AUM
$752.6M
Employees
3
Accounts
1,571
Location
Chico, CA
Sweeney & Michel, LLC assets under management
Sweeney & Michel, LLC is a registered investment adviser overseen by the SEC based in Chico, CA. The firm has been registered since 2018. It reports $752.6 million in regulatory assets under management and employs 3 people.
Sweeney & Michel, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Daniel Sweeney Control | Managing Member | 50-75% | 2016 |
| Renee Ann Michel Control | Managing Member/Chief Compliance Officer | 50-75% | 2016 |
Frequently asked questions
How much does Sweeney & Michel, LLC manage?
Sweeney & Michel, LLC reports $752.6 million in regulatory assets under management on its Form ADV.
How many employees does Sweeney & Michel, LLC have?
Sweeney & Michel, LLC reports 3 employees.
Where is Sweeney & Michel, LLC located?
Sweeney & Michel, LLC is based in Chico, CA and has been SEC-registered since 2018.
Does Sweeney & Michel, LLC disclose fund performance?
Sweeney & Michel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 196 Cohasset Road, Suite 100, Chico, CA 95926 |
| Phone | (530) 487-1777 |
| Fax | (530) 487-4747 |
| Office hours | 8:00 a.m. - 3:00 p.m. Monday - Thursday, 8:00 a.m. - 2:00 p.m. Friday |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1979556 |
| Discloses disciplinary history | No |
Regulatory AUM
$752.6M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$752.6Mregulatory AUM
Discretionary $731.6MNon-discretionary $21.1M