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).
Total Assets Under Management10MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$361,895
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.