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Sullivan Financial, LLC

Headquartered in ESSEX, CT

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Firm Information

Sullivan Financial, LLC is an investment advisor located in Essex, CT. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They manage approximately $103,801,335 in assets for 275 clients, primarily high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

Sullivan Financial, LLC

15A MAIN STREET

ESSEX, CT 06426

$103.80M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SULLIVAN FINANCIAL, LLC has a total of 1 branch locations across the country.
location

ESSEX, CT

Advisors at Sullivan Financial, LLC

View All 2 Advisors
Unclaimed
Ashley Claire Smelser

RA

ESSEX, CT

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Unclaimed
Mary jane Nmn Sullivan

CFP®, RA

ESSEX, CT

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Disclosures

There are no public disclosures for Sullivan Financial, LLC.

Frequently Asked Questions (7)

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