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Sullivan Wealth Management Group

Sullivan Wealth Management Group

Financial Services, 3721 Douglas BLVD, Roseville, California, 95661, United States, 1-10 Employees

sullivanwmg.com

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phone no Phone Number: 91********

Who is SULLIVAN WEALTH MANAGEMENT GROUP

The Sullivan Wealth Management Group, an independent Registered Investment Advisory (RIA) firm, is an experienced team of investment advisors that help you plan, implement, and manage you...

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  • 3721 Douglas BLVD, Roseville, California, 95661, United States Headquarters: 3721 Douglas BLVD, Roseville, California, 95661, United States
  • 2013 Date Founded: 2013
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from SULLIVAN WEALTH MANAGEMENT GROUP

Sullivan Wealth Management Group Org Chart and Mapping

Employees
Julie Shiles

Julie Shiles

Branch Manager

Cfp® Brad Sullivan

Cfp® Brad Sullivan

Senior Financial Advisor • Portfolio Manager

Edward Bunting

Edward Bunting

Senior Wealth Advisor

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Frequently Asked Questions Regarding Sullivan Wealth Management Group

Answer: Sullivan Wealth Management Group's headquarters are located at 3721 Douglas BLVD, Roseville, California, 95661, United States

Answer: Sullivan Wealth Management Group's phone number is 91********

Answer: Sullivan Wealth Management Group's official website is https://sullivanwmg.com

Answer: Sullivan Wealth Management Group's revenue is $1 Million to $5 Million

Answer: Sullivan Wealth Management Group's SIC: 6282

Answer: Sullivan Wealth Management Group's NAICS: 523930

Answer: Sullivan Wealth Management Group has 1-10 employees

Answer: Sullivan Wealth Management Group is in Financial Services

Answer: Sullivan Wealth Management Group contact info: Phone number: 91******** Website: https://sullivanwmg.com

Answer: The Sullivan Wealth Management Group, an independent Registered Investment Advisory (RIA) firm, is an experienced team of investment advisors that help you plan, implement, and manage your financial resources. Our financial advisors have extensive experience in many areas of the investment industry including Portfolio Management, Insurance, Consulting, Business Retirement Plans, Estate and Financial Planning. Our primary focus is to provide superior personalized advice designed to achieve long term financial success for our clients. We offer a high level of service and investment advice to individual investors, businesses, and organizations including the affluent to high net worth families. Our independent approach gives our clients access to experts in the full suite of wealth management services and investments both domestically and around the globe. Disclosure: Investment advisory services offered through Mutual Advisors, LLC dba Sullivan Wealth Management Group, an SEC Registered Investment Adviser. Brokerage and custody services provided to advisory clients are offered by Fidelity Brokerage Services LLC, and TD Ameritrade, members NYSE/SIPC. Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Supervisory office located at 807-A Camarillo Springs Road, Camarillo, CA 93012. Not all services may be available in your location. See our website for license and important information.

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