SWEENEY & MICHEL, LLC
CRD #282595 SEC #801-113350 CHICO, CA (530) 487-1777
SEC Registered
Total AUM
$625.9M
Discretionary
$552.3M
Employees
5
Clients
0
Accounts
1,418
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $625.9M | $552.3M | $73.6M | 5 | 0 |
| Mar 2024 | $557.5M | $508.8M | $48.8M | 6 | 2 |
| Nov 2023 | $423.5M | $422.9M | $569.2K | 4 | 2 |
| Mar 2023 | $423.5M | $422.9M | $569.2K | 4 | 2 |
| Mar 2022 | $492.8M | $449.1M | $43.7M | 4 | 4 |
| Nov 2021 | $425.3M | $388.9M | $36.4M | 4 | 0 |
| Jun 2021 | $425.3M | $388.9M | $36.4M | 4 | 0 |
| May 2021 | $425.3M | $388.9M | $36.4M | 4 | 0 |
| Mar 2021 | $425.3M | $388.9M | $36.4M | 4 | 0 |
| Oct 2020 | $385.7M | $385.1M | $590.8K | 4 | 0 |
| Sep 2020 | $385.7M | $385.1M | $590.8K | 4 | 0 |
| May 2020 | $385.7M | $385.1M | $590.8K | 4 | 0 |
| Mar 2020 | $385.7M | $385.1M | $590.8K | 4 | 0 |
| Oct 2019 | $306.9M | $274M | $32.8M | 5 | 2 |
| Jul 2019 | $306.9M | $274M | $32.8M | 5 | 2 |
| Jun 2019 | $306.9M | $274M | $32.8M | 5 | 2 |
| May 2019 | $306.9M | $274M | $32.8M | 5 | 2 |
| Feb 2019 | $306.9M | $274M | $32.8M | 5 | 2 |
| Feb 2019 | $108.3M | $75.7M | $32.6M | 3 | 4 |
| May 2018 | $108.3M | $75.7M | $32.6M | 3 | 4 |
| May 2018 | $108.3M | $75.7M | $32.6M | 3 | 4 |
| May 2018 | $108.3M | $75.7M | $32.6M | 3 | 4 |
| Jul 2016 | $0 | $0 | $0 | 3 | 0 |
| Jun 2016 | $0 | $0 | $0 | 3 | 0 |
| Jun 2016 | $0 | $0 | $0 | 3 | 0 |
| Mar 2016 | $0 | $0 | $0 | 3 | 0 |
| Mar 2016 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$625.9M
Discretionary$552.3M
Non-Disc.$73.6M
Employees5
Clients0
DateMar 2024
Total AUM$557.5M
Discretionary$508.8M
Non-Disc.$48.8M
Employees6
Clients2
DateNov 2023
Total AUM$423.5M
Discretionary$422.9M
Non-Disc.$569.2K
Employees4
Clients2
DateMar 2023
Total AUM$423.5M
Discretionary$422.9M
Non-Disc.$569.2K
Employees4
Clients2
DateMar 2022
Total AUM$492.8M
Discretionary$449.1M
Non-Disc.$43.7M
Employees4
Clients4
DateNov 2021
Total AUM$425.3M
Discretionary$388.9M
Non-Disc.$36.4M
Employees4
Clients0
DateJun 2021
Total AUM$425.3M
Discretionary$388.9M
Non-Disc.$36.4M
Employees4
Clients0
DateMay 2021
Total AUM$425.3M
Discretionary$388.9M
Non-Disc.$36.4M
Employees4
Clients0
DateMar 2021
Total AUM$425.3M
Discretionary$388.9M
Non-Disc.$36.4M
Employees4
Clients0
DateOct 2020
Total AUM$385.7M
Discretionary$385.1M
Non-Disc.$590.8K
Employees4
Clients0
DateSep 2020
Total AUM$385.7M
Discretionary$385.1M
Non-Disc.$590.8K
Employees4
Clients0
DateMay 2020
Total AUM$385.7M
Discretionary$385.1M
Non-Disc.$590.8K
Employees4
Clients0
DateMar 2020
Total AUM$385.7M
Discretionary$385.1M
Non-Disc.$590.8K
Employees4
Clients0
DateOct 2019
Total AUM$306.9M
Discretionary$274M
Non-Disc.$32.8M
Employees5
Clients2
DateJul 2019
Total AUM$306.9M
Discretionary$274M
Non-Disc.$32.8M
Employees5
Clients2
DateJun 2019
Total AUM$306.9M
Discretionary$274M
Non-Disc.$32.8M
Employees5
Clients2
DateMay 2019
Total AUM$306.9M
Discretionary$274M
Non-Disc.$32.8M
Employees5
Clients2
DateFeb 2019
Total AUM$306.9M
Discretionary$274M
Non-Disc.$32.8M
Employees5
Clients2
DateFeb 2019
Total AUM$108.3M
Discretionary$75.7M
Non-Disc.$32.6M
Employees3
Clients4
DateMay 2018
Total AUM$108.3M
Discretionary$75.7M
Non-Disc.$32.6M
Employees3
Clients4
DateMay 2018
Total AUM$108.3M
Discretionary$75.7M
Non-Disc.$32.6M
Employees3
Clients4
DateMay 2018
Total AUM$108.3M
Discretionary$75.7M
Non-Disc.$32.6M
Employees3
Clients4
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0