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).
Total Assets Under Management143MILLION
Total Number of Accounts53ACCOUNTS
Average Account Value$2,703,663
- A percentage of assets under your management
- 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)
FL, LA, TN
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.