PATRICK M. SWEENEY & ASSOCIATES, INC
CRD #112802 SEC #801-118910 LIBERTYVILLE, IL 847 277-7771
SEC Registered
Total AUM
$217.2M
Discretionary
$216.1M
Employees
3
Clients
10
Accounts
293
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $217.2M | $216.1M | $1.1M | 3 | 0 |
| Feb 2024 | $184.6M | $1M | $183.6M | 3 | 0 |
| Mar 2023 | $137.4M | $136.5M | $933.4K | 2 | 0 |
| Mar 2022 | $161M | $153.9M | $7.1M | 2 | 0 |
| Jan 2022 | $136.7M | $129.1M | $7.5M | 2 | 0 |
| Mar 2021 | $136.7M | $129.1M | $7.5M | 2 | 0 |
| May 2020 | $126.6M | $118.9M | $7.8M | 2 | 0 |
| May 2020 | $126.6M | $118.9M | $7.8M | 2 | 0 |
| Apr 2012 | $47.2M | $0 | $47.2M | 1 | 26 |
| Mar 2012 | $47.2M | $0 | $47.2M | 1 | 26 |
| Jan 2008 | $32.6M | $0 | $32.6M | 5 | -- |
| Mar 2007 | $30.6M | $0 | $30.6M | 5 | -- |
DateMar 2025
Total AUM$217.2M
Discretionary$216.1M
Non-Disc.$1.1M
Employees3
Clients0
DateFeb 2024
Total AUM$184.6M
Discretionary$1M
Non-Disc.$183.6M
Employees3
Clients0
DateMar 2023
Total AUM$137.4M
Discretionary$136.5M
Non-Disc.$933.4K
Employees2
Clients0
DateMar 2022
Total AUM$161M
Discretionary$153.9M
Non-Disc.$7.1M
Employees2
Clients0
DateJan 2022
Total AUM$136.7M
Discretionary$129.1M
Non-Disc.$7.5M
Employees2
Clients0
DateMar 2021
Total AUM$136.7M
Discretionary$129.1M
Non-Disc.$7.5M
Employees2
Clients0
DateMay 2020
Total AUM$126.6M
Discretionary$118.9M
Non-Disc.$7.8M
Employees2
Clients0
DateMay 2020
Total AUM$126.6M
Discretionary$118.9M
Non-Disc.$7.8M
Employees2
Clients0
DateApr 2012
Total AUM$47.2M
Discretionary$0
Non-Disc.$47.2M
Employees1
Clients26
DateMar 2012
Total AUM$47.2M
Discretionary$0
Non-Disc.$47.2M
Employees1
Clients26
DateJan 2008
Total AUM$32.6M
Discretionary$0
Non-Disc.$32.6M
Employees5
Clients--
DateMar 2007
Total AUM$30.6M
Discretionary$0
Non-Disc.$30.6M
Employees5
Clients--