$28.9M Total AUM
$28.9M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2006
- Office Locations
- 1
Office Locations
720 NW 50th St. Suite 101 Oklahoma City OK
About Sweeney Asset Management, LLC
Sweeney Asset Management, LLC is a Oklahoma City-based RIA. The firm has been operating for 20 years. Managing $28.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$28.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MONTGOMERY BENJAMIN SWEENEY
Director of Investment Services, President
- CRD
- #2209714
- Ownership
- 75% or more
Available
Available
Available
C
CHAILLE L SWEENEY
Managing Director
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,933,470 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,933,470 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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