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Building 2THE SULLIVAN GROUP

Map pinROSEVILLE, CA
Phone916-600-1562
NotebookSEC #801-136463
Total AUM
$100.1M
Employees
3
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
564 NORTH SUNRISE AVENUE
ROSEVILLE
CA 95661
United States
Operating Hours
8:00 A.M. - 3:30 P.M.
Monday - Friday
Phone
916-600-1562
Other Offices
1

ReceiptFinancials

Total AUM
$100.1M
Accounts
97
Discretionary
$100.1M
Accounts
97
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
68
AUM
$20M
HNW Individual Clients
28
AUM
$54.8M
Charitable Organization Clients
1
AUM
$25.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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