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    The Sullivan Group

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    Description

    • Having originated in Northern California, The Sullivan Group has expanded to Southern California and provides investment management and retirement planning services to individuals, families and corporations/small businesses. With more than 30 years collective experience, we strive to be our clients trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long-term investment results.Our firms formation dates back 25 years to when Tom Sullivan, now a Fox Business Network anchor, launched The Sullivan Group as an investment firm. Sean Lehmann and Sullivan reintroduced The Sullivan Group in 1994. When Sullivan retired from the investment business in 2007 to join Fox Business Network, Lehmann continued serving as a managing director and has partnered with Allison Peterson, who also serves as an advisor for the group.The Sullivan Group does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
    • location

      Headquarters:29222 Rancho Viejo Road Suite 119, San Juan Capistrano, California, United States

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    • The Sullivan Group phone

      Phone Number: +1 949-715-7833

    • The Sullivan Group website

      Website: https://www.sullivangroupsocal.com

    • The Sullivan Group employees

      Employees:20

    • The Sullivan Group revenue

      Revenue:$1 - 10M

    • The Sullivan Group legal name

      Legal Name:The Sullivan Group

    • The Sullivan Group's Social Media

      The Sullivan Group linkedin The Sullivan Group facebook The Sullivan Group twitter
    • done Is this data correct?

    • |  NAICS Code: 312230  |

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    Person level website identification

    Principal Owner for The Sullivan Group

    John Sullivan

    Principal Owner

    Person level website visitor identification

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    View Employees

    John Sullivan

    Principal Owner

    Sean Lehmann

    Managing Director

    Frequently Asked Questions regarding The Sullivan Group

    • Where are The Sullivan Group's Headquarters?

      The Sullivan Group's Headquarters are in 29222 Rancho Viejo Road Suite 119,San Juan Capistrano,California,United States

    • What is The Sullivan Group's phone number?

      The Sullivan Group's phone number is +1 949-715-7833

    • What is The Sullivan Group's official website?

      The Sullivan Group's official website is https://www.sullivangroupsocal.com

    • What is The Sullivan Group's Revenue?

      The Sullivan Group's revenue is $1 - 10M

    • What is The Sullivan Group's NAICS code?

      The Sullivan Group's NAICS code is 312230

    • How many employees are working in The Sullivan Group

      The Sullivan Group has 20 employees

    • What is The Sullivan Group's Industry?

      The Sullivan Group is in the industry of Financial Services

    • Who is The Sullivan Group's Principal Owner?

      The Sullivan Group's Principal Owner is John Sullivan

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