CRD: 289217
Sullivan Investment Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-18-2017
- Office Locations
- 1
Office Locations
About Sullivan Investment Management LLC
Sullivan Investment Management LLC is an independent, fiduciary RIA in Wisconsin Rapids, WI offering life-stage financial planning and client-based portfolio management. The firm focuses on customized asset allocation and portfolio construction using public funds, ETFs, and fixed income, with planning support for entrepreneurs including business succession and insurance needs. Custodies primarily at Charles Schwab and runs on Tamarac.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOEL EUGENE SULLIVAN
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #1949049
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,800,000 | $792,908 |
| Non-Discretionary | $0 | -- |
| Total | $111,800,000 | $792,908 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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