Overview
Assets Under Management: $3.5 billion
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 720
Average Client Assets: $4.1 million
Frequently Asked Questions
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109732), SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC is subject to fiduciary duty under federal law.
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC is headquartered in MCLEAN, VA.
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC serves 720 high-net-worth clients according to their SEC filing dated November 14, 2018. View client details ↓
According to their SEC Form ADV, SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC manages $3.5 billion in client assets according to their SEC filing dated November 14, 2018.
According to their SEC Form ADV, SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 720
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.92%
Average Client Assets: $4.1 million
Total Client Accounts: 3,772
Discretionary Accounts: 3,753
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 109732
Filing ID: 1251694
Last Filing Date: 2018-11-14 14:56:00