Patrick M. Sweeney & Associates, Inc.

Patrick M. Sweeney & Associates, Inc. (CRD# 112802) is a financial advisory firm headquartered in Libertyville, IL. They manage $184,591,496 in 263 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
900 Technology Way, Suite 260, Libertyville, IL 60048
http://www.patrickmsweeney.com
By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $701,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Patrick M. Sweeney & Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Patrick Sweeney, financial advisor Libertyville IL
Patrick M. Sweeney
CRD#: 2701208
900 Technology Way, Suite 260, Libertyville, IL 60048

Patrick Sweeney (CRD# 2701208) is an Investment Advisor Representative working at Patrick M. Sweeney & Associates, Inc. in Libertyville, IL and has over 27 years of experience in the finance industry.

2
John Ferguson, financial advisor Barrington IL
John G. Ferguson
CRD#: 7373190
18 E. Dundee Road, Building 1, Suite 150, Barrington, IL 60010

John Ferguson (CRD# 7373190) is an Investment Advisor Representative working at Patrick M. Sweeney & Associates, Inc. in Barrington, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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