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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SWEENEY, PATRICK, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SWEENEY, PATRICK, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SWEENEY, PATRICK, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SWEENEY, PATRICK, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SWEENEY, PATRICK, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SWEENEY, PATRICK, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SWEENEY, PATRICK, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SWEENEY, PATRICK, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SWEENEY, PATRICK, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SWEENEY, PATRICK, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SWEENEY, PATRICK, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SWEENEY, PATRICK, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SWEENEY, PATRICK, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 3, 2025 REGISTERED
Notice Filings (3)
IL LA TX
Address
900 TECHNOLOGY WAYSUITE 260
LIBERTYVILLE, IL 60048
United States
Phone: 847 277-7771