Sullivan Mermel, Inc.

Overview

Sullivan Mermel, Inc. is an independent, individually owned investment advisory corporation based in Illinois that serves individuals and families. The firm identifies as a capital allocator and offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting services, manager selection, and the publication of periodicals or newsletters. Its reported fee structure is classified as “other,” and the firm does not describe itself as an active ESG investor. The adviser operates as a state-registered, single-state practice rather than a multi-state firm.

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Investments & Alternatives

Location & Offices