SULLIVAN MERMEL, INC.

Overview

Sullivan Mermel, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients and identifies itself as a capital allocator — placing client assets with third‑party managers in addition to managing portfolios directly. Its fee structure is listed as "Other" rather than a standard asset‑based or commission model. Service lines the firm reports include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and publication of periodicals or newsletters. The firm lists pension consulting among its advisory activities but is not designated as a pension consultant in the snapshot data. Sullivan Mermel is not flagged as an active ESG investor and does not appear to operate as a multi‑state adviser.

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Investments & Alternatives

Location & Offices