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PATRICK M. SWEENEY & ASSOCIATES, INC
Tel: 847 277-7771
900 Technology Way Suite 260
Libertyville, Illinois 60048
PATRICK M. SWEENEY & ASSOCIATES, INC
PATRICK M. SWEENEY & ASSOCIATES, INC is a Libertyville, Illinois based financial advisory firm with nearly $217,183,226 in assets under management and provides investment advisory services for 293 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
112802
SEC#:
801-118910
No. of Clients:
293
Assets under Management
$217,183,226
No. of Advisors:
3
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