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Home > Retirement Planners > california > chico > SWEENEY & MICHEL, LLC
SWEENEY & MICHEL, LLC
196 Cohasset Road
Suite 100
Chico, California 95926
Tel: (530) 487-1777
About SWEENEY & MICHEL, LLC
SWEENEY & MICHEL, LLC, formally registered with the SEC as SWEENEY & MICHEL, LLC. The firm was established in 06/01/2018. They have over 1 offices throughout the country.
SWEENEY & MICHEL, LLC is a Chico, California based Financial Planning firm with nearly $557,532,281 assets under management, offering retirement planning & investment advisory services to 1602 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282595 |
| SEC# | 801-113350 |
| Assets Managed by Firm | $557,532,281 |
| No. of Clients | 1602 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1602 | $557,532,281 |
| Individuals (other than high net worth individuals) | 775 | $154,639,031 |
| High net worth individuals | 107 | $302,127,105 |
| Pension and profit sharing plans | 25 | $45,664,382 |
| Charitable organizations | 5 | $17,828,004 |
| Corporations or other businesses | 27 | $37,273,759 |
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