Sweeney Asset Management LLC

Sweeney Asset Management LLC (CRD# 130567) is a financial advisory firm headquartered in , . They manage $143,294,121 in 53 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $2,703,663
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

FL, LA, TN

Financial Advisors at Sweeney Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
James R. Sweeney
CRD#: 1485105
911 Stuart Lane, Brentwood, TN 37027
96
Wealthminder
score

James Sweeney (CRD# 1485105) is an Investment Advisor Representative working at Sweeney Asset Management LLC in Brentwood, TN and has over 29 years of experience in the finance industry.

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