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James Robert Sullivan

PATRICK FINANCIAL GROUP, L.L.C.·BRIGHTON, Michigan
Clean recordPATRICK FINANCIAL GROUP, L.L.C.
MILLPOND PARKE OFFICE BUILDING, BRIGHTON, MI 48116CRD# 7162649Firm CRD# 124610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Robert Sullivan · BRIGHTON, MI
Registration
CRD #7162649 · PATRICK FINANCIAL GROUP, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Robert Sullivan is a registered financial advisor based in BRIGHTON, Michigan, affiliated with PATRICK FINANCIAL GROUP, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PATRICK FINANCIAL GROUP, L.L.C.
PATRICK FINANCIAL GROUP LLC.
AUM
$132M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PATRICK FINANCIAL GROUP, L.L.C. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7162649
Firm CRD# 124610
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Robert Sullivan offer?
James Robert Sullivan specializes in Investment Management, Fee-Only Advisory. Contact their office in BRIGHTON, Michigan for a consultation.
What are James Robert Sullivan's credentials?
James Robert Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Robert Sullivan located?
James Robert Sullivan is based in BRIGHTON, Michigan, working with PATRICK FINANCIAL GROUP, L.L.C.. Their office serves clients in the BRIGHTON metropolitan area and surrounding communities.
How does James Robert Sullivan charge for services?
James Robert Sullivan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATRICK FINANCIAL GROUP, L.L.C.?
PATRICK FINANCIAL GROUP, L.L.C. has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PATRICK FINANCIAL GROUP, L.L.C.

Jobie Allen Patrick
BRIGHTON, MI
Anne Therese Lezotte
BRIGHTON, MI
John Brenner Pelon
BRIGHTON, MI

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