SULLIVAN RETIREMENT RESOURCES, LLC

Overview

Sullivan Retirement Resources, LLC is a small, independent registered investment adviser that serves individual and family clients. The firm’s advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party managers; it also produces periodic client communications. As a capital allocator, the firm blends core public fund exposure with third‑party alternative strategies — routing client assets into mutual funds and external managers rather than relying solely on in‑house proprietary products. Sullivan Retirement Resources is not an active ESG investor and reports a non‑multi‑state adviser status. Investment activity centers on diversified public fund allocations supplemented by targeted alternative exposure. The firm charges fees based on a percentage of assets under management and other fee arrangements, and it uses third‑party managers for alternatives and specialist sleeves when clients require access to real estate, commodity or energy strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices