Sweeney Asset Management LLC

Sweeney Asset Management LLC (CRD# 130567) is a financial advisory firm headquartered in , . They manage $142,398,457 in 52 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $2,738,432
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 Sweeney, financial advisor Brentwood TN
James R. Sweeney
CRD#: 1485105
Brentwood, TN
96
Wealthminder
score

James Sweeney (CRD# 1485105) is an Investment Advisor Representative working at Sweeney Asset Management LLC in Brentwood, TN and has over 31 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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