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SULLIVAN & SERWITZ
LOS ALTOS, CA
650-949-2221
SEC #801-40244Total AUM
$0
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
779 ALTOS OAKS DRIVE
LOS ALTOS
CA 94024
United States
LOS ALTOS
CA 94024
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
650-949-2221
Financials
Total AUM
$0
Accounts
0Discretionary
$0
Accounts
0Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee
Compliance
Disclosures
SRO Rule Violation
State Registrations
CAFLLANVORTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.