A complete list of active advisors currently associated with Sweeney & Michel, LLC
Warmer can help you find a great advisor at Sweeney & Michel, LLC or one who fits your needs even better.
Sweeney & Michel provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, employer retirement plans, and business entities. The firm offers comprehensive wealth management exclusively through a wrap fee program, and also provides standalone financial planning and retirement plan consulting as described in its brochure. The brochure describes a fiduciary, asset‑allocation oriented approach that uses mutual funds, ETFs, individual equities and fixed income alongside both long‑ and short‑term trading strategies. It also discloses use of options and covered‑call strategies, margin/borrowing, interval and alternative funds, and other derivative instruments in client accounts, with quarterly reviews for wrap clients and ongoing monitoring of portfolio performance. What is notable about the firm relative to many team‑category peers is its scale and product mix: the brochure reports approximately $752.6 million in regulatory AUM (about $731.6 million discretionary) across ~627 clients, yielding AUM per advisor well above $200 million. The firm is a wrap fee program sponsor and explicitly permits derivatives and borrowing in managed accounts—features that are statistically uncommon among similar team firms—and it also documents specialized planning capabilities (e.g., cost segregation, corporate structure and lines‑of‑credit analysis) and ERISA fiduciary services for retirement plans.
To learn more about the advisors currently working at Sweeney & Michel, 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.
Name |
Location |
Years of experience |
|---|---|---|
Chico, CA
| 5
| |
Chico, CA
| 22
| |
Chico, CA
| 15
|
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