A complete list of active advisors currently associated with Sweeney Asset Management, LLC

Warmer can help you find a great advisor at Sweeney Asset Management, LLC or one who fits your needs even better.

Sweeney Asset Management, LLC provides discretionary investment supervisory services and retirement-plan consulting for individuals, high‑net‑worth clients, and retirement plans. The firm offers ongoing portfolio management, participant education, and may refer clients to third‑party managers such as Crawford Investment Counsel. The adviser uses fundamental analysis and a mix of longer‑ and shorter‑term holdings, determining objectives and risk tolerance through an investment questionnaire and conducting at least quarterly account reviews. Client assets are held at third‑party custodians (the firm typically recommends Charles Schwab) and the adviser may use block or bunched trading for execution. With roughly $28.9 million in assets under management for a small roster of about 26 clients, the firm operates with a relatively concentrated client base and individualized relationships. The brochure discloses that Sweeney receives compensation for referrals to third‑party managers, shares office space with another advisory principal with whom it has had prior private investments (a disclosed potential conflict), and does not vote client proxies, leaving voting rights with clients.

To learn more about the advisors currently working at Sweeney Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.