PATRICK M. SWEENEY & ASSOCIATES, INC

PATRICK M. SWEENEY & ASSOCIATES, INC of LIBERTYVILLE, IL is an SEC-registered investment adviser (CRD 112802). Regulatory assets under management: $252.5M.

Registration

• CRD: 112802
• SEC file number: 801-118910
• Type: Registered investment adviser
• Location: 900 TECHNOLOGY WAY, SUITE 260, LIBERTYVILLE, IL, 60048
• Phone: 847 277-7771
• Latest filing: 2026-03-25
• Regulatory AUM: $252.5M
• Discretionary AUM: $251.4M
• Non-discretionary AUM: $1.2M
• Clients: 2
• Accounts: 305

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112802 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search