Sullivan & White Asset Management
Sullivan & White Asset Management (CRD# 168056) is a financial advisory firm headquartered in , . They manage $23,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sullivan & White Asset Management
By the Numbers
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Total Assets Under Management23MILLION
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Total Number of Accounts10ACCOUNTS
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Average Account Value$2,300,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Sullivan & White Asset Management
No Advisor Found.
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