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SULLIVAN INVESTMENT MANAGEMENT LLC
CRD 289217 · SEC 801-135832
320 W GRAND AVE, STE 303, WISCONSIN RAPIDS, WI, 54495, United States
Phone
7154220701
Fax
7154220007
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$111.8M
Discretionary AUM
$111.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 151 | $111.8M |
States served
MI, WI, FL
All web addresses on file
Official SEC filing: View on IAPD