← Back to searchVisit website
SULLIVAN MERMEL, INC.
CRD 146266
3744 N. SOUTHPORT UNIT G, CHICAGO, IL, 60613, United States
Phone
773-404-9344
Fax
773-327-1461
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps; 50 broker-dealer reps
Clients
26-50
Fees
FLAT FEE
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | — |
| High net worth individuals | 40 | — |
All web addresses on file
- https://www.youtube.com/@FriendsTalkFinancialPlanning
- https://www.linkedin.com/company/sullivan-mermel-inc.
- https://www.linkedin.com/in/luke-van-de-loo-cfp%C2%AE-3a2954129
- HTTP://WWW.SULLIVANMERMEL.COM
- https://www.linkedin.com/in/bridget-sullivan-mermel-a72620/
- https://bridgetpersonalfinance.substack.com/
Official SEC filing: View on IAPD