Sweeney Asset Management, LLC

Sweeney Asset Management, LLC (CRD# 138312) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $19,462,137 in 43 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
720 Nw 50th St., Suite 101, Oklahoma City, OK 73118
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $452,608
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
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 Sweeney, financial advisor Oklahoma City OK
Montgomery B. Sweeney
CRD#: 2209714
720 Nw 50th St., Suite 101, Oklahoma City, OK 73118

Montgomery Sweeney (CRD# 2209714) is an Investment Advisor Representative working at Sweeney Asset Management, LLC in Oklahoma City, OK and has over 32 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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