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).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

DC, MD, VA

Financial Advisors at Sullivan Wood Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James A. Sullivan
CRD#: 2631161
1100 H St Nw, Suite 910, Washington, DC 20005
73
Wealthminder
score

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.

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