Sullivan Financial Advisors

Financial Services • Essex, Connecticut, United States • 1-10 Employees

Company overview

Headquarters	15A Main St, Essex, Connecticut 06426, US
Phone number	+18606574150
Website	sullfin.com
NAICS	52
SIC	628
Keywords	Registered Investment Advisor, Holistic Financial Planning, Fiduciary, Independent, Certified Financial Planner
Founded	2002
Employees	1-10
Socials

Key Contact at Sullivan Financial Advisors

Lauren Ashe

Managing Director And Client Concierge

Sullivan Financial Advisors Email Formats

Sullivan Financial Advisors uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@sullfin.com), used 75% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@sullfin.com	75%
{first initial}{last name}	jdoe@sullfin.com	25%

About Sullivan Financial Advisors

Sullivan Financial is a Registered Investment Advisory (RIA) Firm by design. We are completely independent, transparent, & always operate in a fiduciary capacity; meaning we put our client’s best interest ahead of our own, with a legal and ethical obligation to do so. We are completely fee-based and offer no commissionable investments. Our independent structure means we have no parent company or home office setting “sales goals.” Simply put, we recommend only what is appropriate for our clients in the most cost-effective manner available. We take pride in being client-centric & process-driven by focusing on planning instead of individual products. One product is not a solution. Sullivan Financial Advisors is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted.

Sullivan Financial Advisors revenue & valuation

Annual revenue	$25,000,000
Revenue per employee	$4,154,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$79,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Manager

Employees by Department

Sullivan Financial Advisors has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Sullivan Financial Advisors has never raised funding before.

Sullivan Financial Advisors Tech Stack

Discover the technologies and tools that power Sullivan Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

Vimeo

Video players

MonsterInsights

Analytics

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

LiteSpeed

Web servers

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Yoast SEO

SEO

Adobe Fonts

Font scripts

Frequently asked questions

Sullivan Financial Advisors is located in Essex, Connecticut, US.

You can reach Sullivan Financial Advisors at +18606574150.

Sullivan Financial Advisors was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Sullivan Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sullivan Financial Advisors

Lauren Ashe

Managing Director And Client Concierge

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