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SWEENEY & MICHEL, LLC

Tel: (530) 487-1777
196 Cohasset Road
Suite 100
Chico, California  95926

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SWEENEY & MICHEL, LLC

SWEENEY & MICHEL, LLC is a Chico, California based financial advisory firm with nearly $557,532,281 in assets under management and provides investment advisory services for 1602 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

282595

SEC#:

801-113350

No. of Clients:

1602

Assets under Management

$557,532,281

No. of Advisors:

6

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