Sullivan Investments Group, LLC

Sullivan Investments Group, LLC (CRD# 148708) is a financial advisory firm headquartered in , . They manage $84,700,516 in 325 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.sullivaninvestments.com
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $260,617
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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.

CT, FL, GA, MA

Financial Advisors at Sullivan Investments Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Craig Sullivan, financial advisor Delray Beach FL
Craig H. Sullivan
CRD#: 4688875
Delray Beach, FL

Craig Sullivan (CRD# 4688875) is an Investment Advisor Representative working at Sullivan Investments Group, LLC in Delray Beach, FL and has over 20 years of experience in the finance industry.

2
Charles Sullivan, financial advisor Delray Beach FL
Charles J. Sullivan
CRD#: 7492551
Delray Beach, FL

Charles Sullivan (CRD# 7492551) is an Investment Advisor Representative working at Sullivan Investments Group, LLC in Delray Beach, FL and has over 2 years of experience in the finance industry.

3
Sloan Sullivan, financial advisor Delray Beach FL
Sloan K. Sullivan
CRD#: 7558793
Delray Beach, FL

Sloan Sullivan (CRD# 7558793) is an Investment Advisor Representative working at Sullivan Investments Group, LLC in Delray Beach, FL and has 1 year 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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