SWEENEY & MICHEL, LLC

CRD #282595 SEC #801-113350 CHICO, CA (530) 487-1777

SEC Registered

Total AUM

$625.9M

Discretionary

$552.3M

Employees

Clients

Accounts

1,418

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 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
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	D	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MICHEL, RENEE, ANN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
SWEENEY, BRIAN, PHILIP	I	MANAGING MEMBER	C	Control
SWEENEY, BRIAN, PHILIP	I	MANAGING MEMBER	C	Control
SWEENEY, BRIAN, PHILIP	I	MANAGING MEMBER	C	Control
SWEENEY, BRIAN, PHILIP	I	MANAGING MEMBER	C	Control
SWEENEY, BRIAN, PHILIP	I	MANAGING MEMBER	C	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	C	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	C	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	C	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	C	Control
SWEENEY, JOSEPH, DANIEL	I	MANAGING MEMBER	C	Control

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (8)

AZ CA CO ID NE NV OR TX

Address

196 COHASSET ROAD
SUITE 100
CHICO, CA 95926
United States

Phone: (530) 487-1777