Sullivan Retirement Resources, LLC

Overview

Sullivan Retirement Resources, LLC is an independent, individually owned registered investment adviser that focuses on serving individual and family clients. The firm operates under a traditional advisory fee model (percentage of AUM, plus other fees where applicable) and positions itself as a capital allocator—selecting and using outside managers where appropriate. Its stated advisory services include financial planning, discretionary portfolio management for individuals and small businesses, the selection of other advisers, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives