SFM Sweeney Financial Management
Financial Services • 
Manchester, New Hampshire, United States • 1-10 Employees
Company overview
| Headquarters | 575 Front Street, Manchester, New Hampshire 03102, US |
| Phone number | +16036258400 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Fee-Only Financial Services |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
Key Contact at SFM Sweeney Financial Management
Christopher June
Owner & Certified Financial Planner / Wealth Manager ★ Cfp® ★ Fee-Only Registered Investment A
SFM Sweeney Financial Management Email Formats
SFM Sweeney Financial Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@sfmllc.net), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sfmllc.net | 100% |
About SFM Sweeney Financial Management
SFM is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families' assets. Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you. SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).
SFM Sweeney Financial Management revenue & valuation
| Annual revenue | $20,900,000 |
| Revenue per employee | $2,082,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $66,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
SFM Sweeney Financial Management has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
SFM Sweeney Financial Management has never raised funding before.
SFM Sweeney Financial Management Tech Stack
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Frequently asked questions
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