Sullivan Investments Group, LLC

Sullivan Investments Group, LLC (CRD# 148708) is a financial advisory firm headquartered in , . They manage $32,897,935 in 91 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $361,516
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT, FL, MA

Financial Advisors at Sullivan Investments Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Craig H. Sullivan
CRD#: 4688875
Delray Beach, FL
93
Wealthminder
score

Craig Sullivan (CRD# 4688875) is an Investment Advisor Representative working at Sullivan Investments Group, LLC in Delray Beach, FL and has over 13 years of experience in the finance industry.

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