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
Sweeney Asset Management LLC
By the Numbers
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Total Assets Under Management142MILLION
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Total Number of Accounts52ACCOUNTS
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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

Registered Investment Advisor
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
1
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.
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