The Sullivan Group
The Sullivan Group is an SEC-registered ria with $100.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns The Sullivan Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150705, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $100.1M (2026-05-11)
- Firm type
- Ria
- Employees
- 3
- Clients
- 96
- CRD
- 150705
- Ownership
- LEHMANN, SEAN, ANTHONY; GORCZYCA, PAMELA, KAY; HALVERSTADT, KURT, JAMES
How much AUM does The Sullivan Group have?
The Sullivan Group reported $100.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns The Sullivan Group?
Disclosed owners and executives of The Sullivan Group include LEHMANN, SEAN, ANTHONY, GORCZYCA, PAMELA, KAY, HALVERSTADT, KURT, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.