Patrick M. Sweeney & Associates, Inc.

EST. AUM
$252,538,390

CONTACTS

CLIENT ACCOUNTS
305

Firm Details

Metro area Chicago
CRD Number 112802
Website patrickmsweeney.com
Client types

Overview

Patrick M. Sweeney & Associates, Inc. is an independent, fee-only SEC-registered investment adviser founded in 2001 and based in Libertyville, Illinois. The firm provides personalized investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and small businesses, with particular emphasis on tax-efficient wealth management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Patrick M. Sweeney & Associates, Inc.

Platform Details

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