Sullivan Capital Management

Sullivan Capital Management (CRD# 112365) is a financial advisory firm headquartered in , . They manage $29,098,909 in 61 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.tahoeinvestor.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $477,031
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
The map below shows states where this firm has explicit registration only.

CA, FL, NV

Financial Advisors at Sullivan Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
John Sullivan, financial advisor Incline Village NV
John L. Sullivan
CRD#: 1555016
Incline Village, NV

John Sullivan (CRD# 1555016) is an Investment Advisor Representative working at Sullivan Capital Management in Incline Village, NV and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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