Sweeney Financial Advisors

RIASEC Registered
Total AUM
$403M
Discretionary
$403M
100% of AUM
Avg account
$500K
Accounts
806
Employees
6
Advisory reps
6

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

FINTRX

Overview

Sweeney Financial Advisors is an independent registered investment adviser that registered with the SEC in 2014. The firm is owned by an individual principal and serves a mix of individual and family clients alongside institutional relationships. Its stated advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Sweeney does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 35%, Public Funds/Mutual Funds 33%, US Government Bonds 9%, Private Funds 9%, Investment Grade Corp Bonds 5%, Non-Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 4%, State & Local Bonds 1%35%
  • Exchange Traded Equities35%
  • Public Funds/Mutual Funds33%
  • US Government Bonds9%
  • Private Funds9%
  • Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • Christopher June

    Christopher June

    PARTNER, CHIEF INVESTMENT OFFICER/ WEALTH ADVISORCRD 6023112

Contacts

3 of 5
  • David Snyder

    David Snyder

    Partner, Wealth AdvisorCRD 6486383

  • Glenn Sweeney

    Glenn Sweeney

    Founding Partner & Wealth AdvisorCRD 3073912

  • Travis Broadhurst

    Travis Broadhurst

    Investment AnalystCRD 7022867

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 44

Active vs passive

$164M in ETFs

Passive

90%

$147M

Active

6%

$16.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$47M67,10728.69%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth