The Sullivan Group
The Sullivan Group (CRD# 150705) is a financial advisory firm headquartered in Roseville, CA. They manage $62,022,237 in 152 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management62MILLION
Total Number of Accounts152ACCOUNTS
Average Account Value$408,041
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Kurt Halverstadt (CRD# 1829540) is an Investment Advisor Representative working at The Sullivan Group in Roseville, CA and has over 28 years of experience in the finance industry.
Allison Peterson (CRD# 5471806) is an Investment Advisor Representative working at The Sullivan Group in Laguna Beach, CA and has over 9 years of experience in the finance industry.