Sweeney & Michel, LLC
Firm details
- Headquarters
- Chico, California
- CRD number
- 282595
- Registered since
- June 1, 2018
- Website
- sweeneymichel.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI47.45%
- Individuals36.19%
- Pension & Profit Sharing Plans7.8%
- Corporations / Businesses5.67%
- Charitable Organizations2.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Sweeney & Michel, LLC is an independent registered investment adviser that began SEC registration in 2018. The firm operates as an owner-led limited liability company and serves both individual and family clients as well as institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and does not position itself as a capital allocator.
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
- Public Funds/Mutual Funds56%
- Exchange Traded Equities23%
- Cash & Cash Equivalents13%
- US Government Bonds5%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$268M in ETFs
74%
$197M
22%
$70.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $33M | 198,320 | 12.32% |
Location
Chico, CA
Butte
Location
Chico, CA
Headquartered in Chico, CA, in the West of the United States.
- Region
- West
- County
- Butte
- Address
- 196 Cohasset Rd
- Time zone
- PT (UTC-8)
- Office locations
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