Network·Family Office

Sullivan & Serwitz Investment Advisors, Inc.

Unclaimed

📍 Los Altos, CA

Family OfficeFund of Funds investing in strategies targeting consistent growth through long-t
sullivanserwitz.com/ ↗

About

Client portfolios typically hold between 20 and 40 securities.

Key Contact

RS

Robert Sullivan

Co-Founder

📞 (650) 949-2221

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Geographic Focus

USA
ℹ

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AUM

$527M

Location

Los Altos, CA

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