Glenn SweeneyCRD Number: 3073912
Current Firm: Sfm, LLC
Compensation Model: Fee Only
Glenn Sweeney (CRD# 3073912) is an Investment Advisor Representative and founder and principal of SFM, LLC in Manchester, NH since its founding over 18 years ago.
Glenn is a CFA charterholder and a Certified Public Accountant. For the past 18 years Glenn has concentrated his efforts on building the business, client service and portfolio design and management. His many years of experience includes seven years of public accounting for a large New Hampshire CPA firm where he served as a Tax Manager for individual, corporate and partnership clients. Moving into investment management, Glenn served 10 years as Vice President of the Denmor Companies where he managed a multi-million dollar portfolio for a wealthy entrepreneur. Glenn holds a BS in accounting from The State University of New York and is a member of the AIMR, NAPFA and NHSCPA. Glenn is married with two sons and resides in Amherst, NH.
SFM, LLC is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families' assets.
Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you.
SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).
United Planners' Financial Services Of America A Limited Partner
Signator Investors, Inc.
|Sfm, LLC||Manchester, NH||Jul 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 1998|
Total Assets Under Management119MILLIONS
Total Number of Accounts360ACCOUNTS
Average Account Value$331,224
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, NH