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Building 2SULLIVAN INVESTMENT MANAGEMENT LLC

Map pinWISCONSIN RAPIDS, WI
Phone7154220701
NotebookSEC #801-135832
Total AUM
$111.8M
Employees
1
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
320 W GRAND AVE
STE 303
WISCONSIN RAPIDS
WI 54495
United States
Operating Hours
8:30-4:30
Monday - Friday
Phone
7154220701

ReceiptFinancials

Total AUM
$111.8M
Accounts
141
Discretionary
$111.8M
Accounts
141
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
151
AUM
$111.8M
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMIWI

HandshakeAffiliates

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

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