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Building 2THE SULLIVAN GROUP

Map pinROSEVILLE, CA
Phone916-797-8500
NotebookSEC #801-70367
Total AUM
$66.2M
Employees
3
Clients
0

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
916-797-8500

ReceiptFinancials

Total AUM
$66.2M
Accounts
558
Discretionary
$66.2M
Accounts
558
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANE

HandshakeAffiliates

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

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