Montgomery Sweeney
Montgomery Sweeney is a registered investment advisor at Sweeney Asset Management, LLC, based in Oklahoma City, OK, with 25 years of industry experience. Montgomery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 26 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Location
720 NW 50th St., Suite 101, Oklahoma City, OK, 73118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sweeney Asset Management, LLC
Previous Registrations
Wachovia Securities, LLC
State Registrations2 states
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