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- Custodian
- Axos · Charles Schwab & Company · Empower · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-07-2009
- Office Locations
- 1
Office Locations
About Sullivan Financial, LLC
Sullivan Financial, LLC is an independent, fee-only RIA providing a holistic, planning-first approach to financial planning and asset management. The firm serves individuals and families—especially women, clients in life transitions, pre-retirees/retirees, young professionals, and the LGBTQ+ community—as well as entrepreneurs, business owners, corporations, and nonprofits. Client-centric and process-driven, it operates as a fiduciary and offers no commissionable investments. Led by managing partner and sole owner Jane Sullivan; founded in 2003.
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Owner & Executives
MARY JANE NMN SULLIVAN
Chief Compliance Officer, Financial Consultant
- CRD
- #5632328
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $119,064,924 | $386,574 |
| Total | $119,064,924 | $386,574 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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