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Managing Member/chief Compliance Officer · Sweeney & Michel, LLC

Renee A. Michel

CRD 4713493 · Named on Form ADV at one SEC-registered adviser

At a glance

Sweeney & Michel, LLC, an SEC-registered wealth manager based in Chico, CA with $753 million in regulatory assets, lists Renee A. Michel on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

  • Sweeney & Michel, LLCManaging Member/chief Compliance OfficerWealth manager · Chico, CA · $753M in regulatory assets

AtlasMembers

Renee’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Renee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.