Sweeney & Michel, LLC
Sweeney & Michel, LLC (CRD# 282595) is a financial advisory firm headquartered in Chico, CA. They manage $557,532,281 in 1,602 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management558MILLION
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Total Number of Accounts1,602ACCOUNTS
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Average Account Value$348,023
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, ID, NV, OR, TX
Renee Michel (CRD# 4713493) is an Investment Advisor Representative working at Sweeney & Michel, LLC in Chico, CA and has over 20 years of experience in the finance industry.
Brian Sweeney (CRD# 716386) is an Investment Advisor Representative working at Sweeney & Michel, LLC in Chico, CA and has over 38 years of experience in the finance industry.
Joseph Sweeney (CRD# 4968553) is an Investment Advisor Representative working at Sweeney & Michel, LLC in Chico, CA and has over 13 years of experience in the finance industry.
Katie Junk (CRD# 6942651) is an Investment Advisor Representative working at Sweeney & Michel, LLC in Chico, CA and has over 3 years of experience in the finance industry.