CRD: 112802
Patrick M. Sweeney & Associates, INC
$252.5M Total AUM
$251.4M Disc. AUM
22.5% 3Y CAGR
2 Employees
86 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2001
- Office Locations
- 2
Office Locations
18 E. Dundee Road, Building 1 Suite 150 Barrington IL
900 Technology WAY Suite 260 Libertyville IL
About Patrick M. Sweeney & Associates, INC
Patrick M. Sweeney & Associates is an independent, fee-only RIA in Libertyville, IL serving individuals and families with straightforward financial planning and ongoing wealth management. As a fiduciary, the firm emphasizes low-cost, tax-aware implementation and risk management using a plan-first approach. Custody is with Charles Schwab, and portfolios are ETF-heavy per filings.
Team overview
45 AVG AGE
$126.3M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
11.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PATRICK MICHAEL SWEENEY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2701208
- Ownership
- 75% or more
Available
Available
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J
John Geoffrey Ferguson
--
- CRD
- #7373190
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,351,930 | $829,544 |
| Non-Discretionary | $1,186,460 | $593,230 |
| Total | $252,538,390 | $827,995 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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Available Cash:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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