Sullivan Mermel, Inc.

Overview

Sullivan Mermel, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm serves individual and family clients and acts as a capital allocator, directing client capital to third-party managers in addition to managing portfolios directly. Services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and publication of periodicals or newsletters. The firm's fee structure is classified as "Other," indicating it does not rely exclusively on standard AUM or commission models. Sullivan Mermel does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices