Sullivan Retirement Resources, LLC
Firm details
- Headquarters
- Wrentham, Massachusetts
- CRD number
- 293997
- Website
- sullivanretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals52.9%
- HNWI47.1%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Sullivan Retirement Resources, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and it acts as a capital allocator by selecting third-party managers on behalf of clients. It also publishes periodicals or newsletters as part of its client communications. Fee arrangements include a percentage-of-assets component and other fee types.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Daniel Sullivan
PresidentCRD 1274817
Cathleen Sullivan
OwnerCRD 1861837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wrentham, MA
Norfolk
Location
Wrentham, MA
Headquartered in Wrentham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 850 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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