SWEENEY & MICHEL, LLC

SWEENEY & MICHEL, LLC of CHICO, CA is an SEC-registered investment adviser (CRD 282595). Regulatory assets under management: $752.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (5)

NameRoleLocation
Renee Ann MichelMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
Joseph Daniel SweeneyMANAGING MEMBER
SWEENEY MICHAEL DANIELMANAGING MEMBER
MICHEL SUSAN ANNMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
SWEENEY BRIAN PHILIPMANAGING MEMBER

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