Sweeney Financial Advisors
Firm details
- Headquarters
- Bedford, New Hampshire
- CRD number
- 116564
- Registered since
- April 7, 2014
- Website
- www.sfmllc.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.08%
- Individuals12.65%
- Pension & Profit Sharing Plans2.18%
- Corporations / Businesses0.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sweeney Financial Advisors is an independent registered advisory firm formed in 2014 and owned by an individual principal. The firm advises both individuals and families as well as some institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM fees plus the option for hourly or fixed-fee engagements. Sweeney does not position itself as a capital allocator or multi-state adviser and does not identify as an active ESG investor; it also does not act as a pension consultant or related adviser to other firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities35%
- Public Funds/Mutual Funds33%
- US Government Bonds9%
- Private Funds9%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Christopher June
PARTNER, CHIEF INVESTMENT OFFICER/ WEALTH ADVISORCRD 6023112
Contacts
3 of 4
Glenn Sweeney
Founding Partner & Wealth AdvisorCRD 3073912
Travis Broadhurst
Associate, InvestmentsCRD 7022867
Samuel Graham
Wealth AdvisorCRD 7882589
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$150M in ETFs
91%
$136M
4%
$13.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $44.2M | 64,334 | 29.49% |
Location
Bedford, NH
Hillsborough
Location
Bedford, NH
Headquartered in Bedford, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Hillsborough
- Address
- 360 Route 101
- Time zone
- ET (UTC-5)
- Office locations
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