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SULLIVAN RETIREMENT RESOURCES, LLC
CRD 293997
850 FRANKLIN STREET, SUITE 12A, WRENTHAM, MA, 02093, United States
Phone
774-847-9949
Fax
774-847-9952
Registration
— (—)
Source
State registered
Total AUM
$16.8M
Discretionary AUM
$16.8M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; FEES FROM THIRD-PARTY MANAGERS AND SUB-ADVISORS
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $8.9M |
| High net worth individuals | 6 | $7.9M |
All web addresses on file
Official SEC filing: View on IAPD