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Sullivan John Lawrence (Incline Village)


Sullivan John Lawrence is a large advisory firm based in Incline Village. It manages $33.68 million of regulatory assets for 107 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Nevada.




Sullivan John Lawrence provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sullivan John Lawrence: assets under management

The assets under management (AUM) of Sullivan John Lawrence is $33.68 million. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.38 million in discretionary accounts and $300.63 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $324.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $75.16 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sullivan John Lawrence for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Incline Village

The principal office where Sullivan John Lawrence performs its advisory services is located at 1096 Mill Creek Rd, Incline Village, NV 89451 The mailing address of the firm is Po Box 6379, Incline Village, NV 89450 6379. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 775-831-9012 or by fax 775-832-2262. The normal business hours are by appointment only on Other.


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