SEC Form ADV

PATRICK M. SWEENEY & ASSOCIATES, INC

Firm profile: Patrick M. Sweeney & Associates — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL

$252.5M

Assets Under Management

305

Total Clients

Employees

Get LP Contact Details

Registration Details

Accession: CRD-112802
Location: LIBERTYVILLE, IL
Filing Date: March 25, 2026
AUM: $252.5M
Total Clients: 305
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

PATRICK M. SWEENEY & ASSOCIATES, INC is a registered investment adviser headquartered in LIBERTYVILLE, IL, managing approximately $252.5M in assets across 305 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings