LIBERTYVILLE, ILCRD 112802Latest ADV March 25, 2026
Patrick M. Sweeney & Associates, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Libertyville, IL.
Assets Under Management
$253M
Employees
2
Offices
1 office
Total Clients
86
Primary office
LIBERTYVILLE, IL
900 TECHNOLOGY WAY, SUITE 260, LIBERTYVILLE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.0% of total clients.
Top client categories% of clientsClients
1
HNWI
64.0%
55
2
Individuals
36.0%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of March 25, 2026
Discretionary99.5%
$251M
100% of total RAUM99.5%
Non-discretionary0.5%
$1M
0% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$253M
Total Accounts305
10Y AUM Change+$126M (+99.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee43:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.