Sullivan Wood Capital Management, LLC
Sullivan Wood Capital Management, LLC (CRD# 124146) is a financial advisory firm headquartered in Washington, DC. They manage $9,250,000 in 37 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$250,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, MD, VA
James Sullivan (CRD# 2631161) is an Investment Advisor Representative working at Sullivan Wood Capital Management, LLC in Washington, DC and has over 21 years of experience in the finance industry.