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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-02-2009
- Office Locations
- 3
Office Locations
About THE Sullivan Group
The Sullivan Group is an independent California-based fiduciary advisory firm serving individuals, families, and small businesses with investment management plus retirement, estate, and structured-settlement planning. Portfolios primarily use ETFs alongside public funds and U.S. government/agency bonds. The firm notes its strategies are available through leading advisor platforms, including TAMP and custodial programs.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
KURT JAMES HALVERSTADT
Chief Compliance Officer, Managing Member
- CRD
- #1829540
- Ownership
- 50% but less than 75%
SEAN ANTHONY LEHMANN
Managing Director, Managing Member
- CRD
- #2407155
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ALLISON MICHELLE PETERSON
--
- CRD
- #5471806
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,087,063 | $118,644 |
| Non-Discretionary | $0 | -- |
| Total | $100,087,063 | $118,644 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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