Sullivan Wood Capital Management, LLC

Sullivan Wood Capital Management, LLC (CRD# 124146) is a financial advisory firm headquartered in Washington, DC. They manage $21,353,000 in 101 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1100 H St Nw, Suite 910, Washington, DC 20005
http://www.sullivanwood.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $211,416
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
The map below shows states where this firm has explicit registration only.

DC, VA

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

James Sullivan (CRD# 2631161) is an Investment Advisor Representative working at Sullivan Wood Capital Management, LLC in Washington, DC and has over 28 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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