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).

Current Firm Details
196 Cohasset Road, Suite 100, Chico, CA 95926
https://www.instagram.com/sweeney_michel_chico/
By the Numbers
  • Total Assets Under Management
    558
    MILLION
  • Total Number of Accounts
    1,602
    ACCOUNTS
  • Average Account Value
    $348,023
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, NV, OR, TX

Financial Advisors at Sweeney & Michel, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Renee Michel, financial advisor Chico CA
Renee A. Michel
CRD#: 4713493
196 Cohasset Road, Suite 100, Chico, CA 95926

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.

2
Brian Sweeney, financial advisor Chico CA
Brian P. Sweeney
CRD#: 716386
196 Cohasset Road, Suite 100, Chico, CA 95926

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.

3
Joseph Sweeney, financial advisor Chico CA
Joseph D. Sweeney
CRD#: 4968553
196 Cohasset Road, Suite 100, Chico, CA 95926

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.

4
Katie Junk, financial advisor Chico CA
Katie Junk
CRD#: 6942651
196 Cohasset Road, Suite 100, Chico, CA 95926

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.

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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