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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sullivan Financial LLC
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|---|---|
| CRD # | 121371 |
| SEC # | 801-130753 |
| CIK # | |
| AUM | $110.9 M (2025-07-03) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 860-657-4150 |
| Address | 15A Main Street Essex, CT 06426 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 27.6 |
| (b) Individuals (high net worth individuals) | 30 | 59.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 15.8 |
| (h) Charitable organizations | 2 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 110.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 300 | 110.9 |
| Total | 300 | 110.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.9 | |
| Total | 300 | 110.9 |
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|---|---|---|
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✚
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OR | 0.1 |
|
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Connective Portfolio Management LLC
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NY | 0.1 |
|
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|
Dewitt Investment Research & Management Inc
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|
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|
CA | 0.1 |
|
Paragon Asset Management Inc
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|
CA | 0.1 |
|
Adirondack Research & Management Inc
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|
NY | 0.1 |
|
Gallagher Wealth Management Inc
✚
|
CA | 0.1 |