Sullivan Haymaker

Overview

Sullivan Haymaker operates as a sole proprietorship and is classified as an independent registered investment adviser. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a mix of percentage-of-AUM billing alongside hourly and fixed fees, plus other fee types. Sullivan Haymaker is registered with the SEC (registration year: Unknown). The adviser reports an industry affiliation with an insurance company and does not present itself as a capital allocator or a multi-state adviser. It is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices