SULLIVAN FINANCIAL, LLC
CRD #121371 SEC #801-130753 ESSEX, CT (860)657-4150
SEC Registered
Total AUM
$110.9M
Discretionary
$0
Employees
3
Clients
101
Accounts
300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $110.9M | $0 | $110.9M | 3 | 0 |
| May 2025 | $110.9M | $0 | $110.9M | 4 | 0 |
| Mar 2025 | $110.9M | $0 | $110.9M | 4 | 0 |
| Aug 2024 | $103.8M | $0 | $103.8M | 4 | 0 |
| Jun 2024 | $103.8M | $0 | $103.8M | 4 | 0 |
DateJul 2025
Total AUM$110.9M
Discretionary$0
Non-Disc.$110.9M
Employees3
Clients0
DateMay 2025
Total AUM$110.9M
Discretionary$0
Non-Disc.$110.9M
Employees4
Clients0
DateMar 2025
Total AUM$110.9M
Discretionary$0
Non-Disc.$110.9M
Employees4
Clients0
DateAug 2024
Total AUM$103.8M
Discretionary$0
Non-Disc.$103.8M
Employees4
Clients0
DateJun 2024
Total AUM$103.8M
Discretionary$0
Non-Disc.$103.8M
Employees4
Clients0