The Sullivan Group Financial Advisors Revenue

Financial Services • Roseville, California, United States • 1-10 Employees

The Sullivan Group Financial Advisors revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at The Sullivan Group Financial Advisors

Kurt Halverstadt

Managing Director

Company overview

Headquarters	564 N Sunrise Ave, Roseville, CA 95661, US
Website	sullivangroupadvisors.com
NAICS	52
Keywords	Financial Advisory, Retirement Planning, Investment Management, Long Term Wealth Strategies
Employees	1-10

About The Sullivan Group Financial Advisors

The Sullivan Group has been in the Sacramento area for over 20 years. We aid our clients by providing investment advice, managing their investment portfolios, planning for retirement, and protecting their assets for the long-term. This includes a number of different services including 401(k) and 457 rollovers, tax efficiency strategies for those in high tax brackets, and various insurance strategies. And of course, we serve families, individuals, and business needs alike.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

The Sullivan Group Financial Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

The Sullivan Group Financial Advisors has never raised funding before.

Frequently asked questions

The Sullivan Group Financial Advisors is located in Roseville, California, US.

The Sullivan Group Financial Advisors generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

The Sullivan Group Financial Advisors has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at The Sullivan Group Financial Advisors

Kurt Halverstadt

Managing Director

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