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SULLIVAN FINANCIAL, LLC
SULLIVAN FINANCIAL, LLC
ESSEX, Connecticut
·
1 registered advisor
·
CRD# 121371
SEC# 801-130753
0
(860)657-4150
01
Firm Overview
AUM
$104M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SULLIVAN FINANCIAL, LLC
1 registered advisor
Mary Jane Nmn Sullivan
ESSEX, Connecticut
CRD# 5632328
05
Office Locations
ESSEX, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. SULLIVAN FINANCIAL, LLC (CRD# 121371) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.