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
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sullivan & White Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Brian Sullivan
CRD#: 1609651
San Rafael, CA
93
Wealthminder
score

Brian Sullivan (CRD# 1609651) is an Investment Advisor Representative working at Sullivan & White Asset Management in San Rafael, CA and has over 29 years of experience in the finance industry.

2
Daniel P. White
CRD#: 1370471
San Rafael, CA
93
Wealthminder
score

Daniel White (CRD# 1370471) is an Investment Advisor Representative working at Sullivan & White Asset Management in San Rafael, CA and has over 31 years of experience in the finance industry.

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