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SULLIVAN INVESTMENTS GROUP, LLC

UUID01ec7bb7-00cb-5618-8a5f-4da9e8b8e006
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 148708 148708 1.0
sec_file_number 801-131855 801-131855

Profile

Websitehttps://www.sullivaninvestments.com
HQ CityNone
HQ StateNone
HQ CountryNone
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)127,459,919.0
  • RAUM (discretionary)125,277,100.0
  • Actionable assets92,910,713.0
  • Accounts340.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM0.0
  • HNW AUM92,910,713.0

As of 2024-12-20 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.