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Building 2SULLIVAN FINANCIAL, LLC

Map pinESSEX, CT
Phone(860)657-4150
NotebookSEC #801-130753
Total AUM
$119.1M
Employees
4
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15A MAIN STREET
ESSEX
CT 06426
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
(860)657-4150

ReceiptFinancials

Total AUM
$119.1M
Accounts
308
Discretionary
$0
Accounts
0
Non-Discretionary
$119.1M
Accounts
308

ContactClients

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Individual Clients
93
AUM
$26.2M
HNW Individual Clients
28
AUM
$66.5M
Pension/Profit Sharing Plan Clients
6
AUM
$19.7M
Charitable Organization Clients
1
AUM
$184.6K
Corporation or Business Clients
3
AUM
$6.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHPATX

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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