Sweeney Asset Management, LLC
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 138312
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI98.37%
- Individuals1.63%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sweeney Asset Management, LLC is an independent, privately owned RIA organized as an LLC that advises individuals and families. The firm focuses on discretionary portfolio management for individuals and small businesses and also acts as a capital allocator, selecting third‑party managers when appropriate. Compensation is primarily a percentage of assets under management, with additional fee arrangements possible. Sweeney does not emphasize ESG investing in its stated preferences.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents24%
- US Government Bonds4%
Contacts
2 of 2Montgomery Sweeney
PresidentCRD 2209714
Chaille Sweeney
MemberCRD 5645462
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 720 Nw 50th St
- Time zone
- CT (UTC-6)
- Office locations
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