S
$9.8M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
2 Employees
7 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-15-2024
- Office Locations
- 1
Office Locations
4660 Marsh Road Okemos MI
About Sullivan Dunn Wealth Management
Sullivan Dunn Wealth Management is a Okemos-based RIA. The firm has been operating for 1 years. Managing $9.8M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and LPL Financial.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MICHAEL EDWARD SULLIVAN
Chief Compliance Officer, Managing Member
- CRD
- #6235164
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,794,174 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,794,174 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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