Sullivan Mermel

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

3744 N Southport Ave Ste G, Chicago, Ill...

Phone Number

(773) 404-9344

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
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1
1
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About Sullivan Mermel

Sullivan Mermel, Inc. is a fee-only financial planning firm based in Chicago, dedicated to helping clients achieve significant financial goals such as retirement through comprehensive financial planning services. They offer a range of services including retirement planning, investment management, tax planning, insurance analysis, and estate planning review, all while prioritizing the client's interests without accepting commissions or referral fees. The firm serves clients in the greater Chicago area and nationwide, emphasizing a fiduciary standard of care and a commitment to transparency in fees. Their mission is to connect money and meaning, focusing on the values and goals of their clients to create fulfilling lives.Explore more
Sullivan Mermel's Social MediaPopular SearchesSullivan MermelSullivan Mermel IncSullivan BridgetBridget Sullivan MermelSULLIVAN MERMEL, INC Fee-Only Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Sullivan Mermel Org Chart

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LV
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Compare insights from companies similar to Sullivan Mermel, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sullivan Mermel

<$5M
1-10
Private
-
2008
LV
Luke Van de LooFinancial Planner & Partner
$7.3M
1-10
Private
-
2003
SC
Susan CookCertified Financial Planner
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
1979
Joseph Dowling, Chief Executive Officer & Chairman at The Dowling Group
Joseph DowlingCEO & Chairman
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sullivan Mermel is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sullivan Mermel is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sullivan Mermel.

Sullivan Mermel Tech Stack

A closer look at the technologies used by Sullivan Mermel

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Frequently Asked Questions Regarding Sullivan Mermel

What is Sullivan Mermel's official website?
Sullivan Mermel's official website is www.sullivanmermel.com
What is Sullivan Mermel's Revenue?
Sullivan Mermel's revenue is <$5 Million
What is Sullivan Mermel's SIC code?
Sullivan Mermel's SIC: 62,628
What is Sullivan Mermel's NAICS code?
Sullivan Mermel's NAICS: 52,523
How many employees does Sullivan Mermel have?
Sullivan Mermel has 1-10 employees
What industry does Sullivan Mermel belong to?
Sullivan Mermel is in the industry of: Finance, Securities Trading
What is Sullivan Mermel competition?
Sullivan Mermel top competitors include: Vertex Capital Advisors, Radnor Financial Advisors, Horizons Wealth Management, Copper Canyon Wealth Management
What technology does Sullivan Mermel use?
Some of the popular technologies that Sullivan Mermel uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Sullivan Mermel?
Sullivan Mermel contact info: Phone number: (773) 404-9344 Website: www.sullivanmermel.com
What does Sullivan Mermel do?

Sullivan Mermel, Inc. is a fee-only financial planning firm based in Chicago, dedicated to helping clients achieve significant financial goals such as retirement through comprehensive financial planning services. They offer a range of services including retirement planning, investment management, tax planning, insurance analysis, and estate plannin... g review, all while prioritizing the client's interests without accepting commissions or referral fees. The firm serves clients in the greater Chicago area and nationwide, emphasizing a fiduciary standard of care and a commitment to transparency in fees. Their mission is to connect money and meaning, focusing on the values and goals of their clients to create fulfilling lives.Read More

What are Sullivan Mermel social media links?
Sullivan Mermel Linkedin page
Is Sullivan Mermel a public company?
Sullivan Mermel is private company therefore does not currently have an official ticker symbol
See more information about Sullivan Mermel

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