Sweeney Asset Management, LLC

Sweeney Asset Management, LLC (CRD# 138312) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $9,771,175 in 27 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $361,895
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Sweeney Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Montgomery B. Sweeney
CRD#: 2209714
5400 N Grand Blvd., Suite 200, Oklahoma City, OK 73112
93
Wealthminder
score

Montgomery Sweeney (CRD# 2209714) is an Investment Advisor Representative working at Sweeney Asset Management, LLC in Oklahoma City, OK and has over 25 years of experience in the finance industry.

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