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Sullivan Retirement Resources, LLC
SULLIVAN RETIREMENT RESOURCES, LLC is an SEC-registered investment adviser in WRENTHAM, MA. The firm manages approximately $17 million in assets.
Sullivan Retirement Resources, LLC
SULLIVAN RETIREMENT RESOURCES, LLC is an SEC-registered investment adviser in WRENTHAM, MA. The firm manages approximately $17 million in assets. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Sector focus
Frequently asked questions
Is Sullivan Retirement Resources a family office or an RIA?
Sullivan Retirement Resources is registered as a limited liability company and operates as a registered investment advisor (RIA), per public regulatory filings. Its name suggests a focus on retirement planning, not the multi-generational wealth management typical of family offices.
What services does Sullivan Retirement Resources provide?
Based on its name and registration, the firm likely offers retirement income planning, asset management, and distribution strategies for individuals. No specific service menu is published.
Who leads Sullivan Retirement Resources?
No principal names or leadership details are available in public records. The firm's ownership structure is not disclosed.
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