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Sullivan Financial Planning, LLC
Sullivan Financial Planning, LLC is a registered investment advisor with limited public information on its scale and strategy.
Sullivan Financial Planning, LLC
Sullivan Financial Planning, LLC is a registered investment advisor (RIA). The firm's founding year, headquarters, and principals are not widely available in public records. The RIA structure suggests it provides financial planning and wealth management services to individual clients. The specific geographic footprint and target client demographics are unknown. No significant recent operational events are documented in public sources. The firm's limited public profile suggests it may serve a local or niche client base. No structural differentiator beyond the standard RIA model is evident from available information.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Sector focus
Frequently asked questions
Is Sullivan Financial Planning, LLC a single-family office?
No, Sullivan Financial Planning, LLC is an RIA (registered investment advisor). The firm type is not a family office based on available records.
What services does Sullivan Financial Planning, LLC likely provide?
As an RIA, Sullivan Financial Planning, LLC likely provides financial planning and wealth management services to individuals. The firm may offer investment management, retirement planning, and tax-efficient strategies.
Where is Sullivan Financial Planning, LLC located?
The firm's headquarters location is not publicly available. No additional office addresses are reported.
Who founded Sullivan Financial Planning, LLC?
The firm's founder is not identified in public records. The name 'Sullivan' may indicate a family name, but no specific principal is named.
What is the AUM of Sullivan Financial Planning, LLC?
Sullivan Financial Planning, LLC does not publicly disclose its AUM. The firm's scale is unconfirmed.
Does Sullivan Financial Planning, LLC invest in alternative assets?
There is no public data on the firm's asset-class mix. As an RIA, it may offer exposure to stocks, bonds, and potentially alternative investments, but specifics are unknown.
How can I verify the registration of Sullivan Financial Planning, LLC?
Registered investment advisors are listed on the SEC's Investment Adviser Public Disclosure (IAPD) database. Search 'Sullivan Financial Planning, LLC' at adviserinfo.sec.gov for official registration details.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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