What departments does The Sullivan Group have?

The Sullivan Group has employees across 1 departments including Finance.

What is the largest department at The Sullivan Group?

The largest department at The Sullivan Group is Finance with 1 employees.

Where are The Sullivan Group employees located globally?

The Sullivan Group has employees across 1 continents and 1 countries including United States Of America.

How has The Sullivan Group's team size changed over time?

The Sullivan Group's team has remained stable from approximately 2 to 2 employees based on available data.

The Sullivan Group Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

The Sullivan Group is a financial advisory firm that provides investment management and retirement planning services to individuals, families, and corporations and small businesses. Originating in Northern California and now serving Southern California, the firm is based in San Juan Capistrano, California. With more than 30 years of collective experience, it emphasizes unbiased guidance aimed at achieving long-term investment results and operates with trust, integrity, and a collaborative, team-based approach. The organization traces its history to Tom Sullivan's launch of the firm, later reintroduced by Sean Lehmann and Sullivan in 1994; Sullivan retired in 2007 to join Fox Business Network, while Lehmann continued as a managing director alongside Allison Peterson. In 2019, The Sullivan Group partnered with Nuance Communications to support an emergency medicine solution for Dragon Medical Advisor, intended to enhance patient safety and reduce liability risks.

The Sullivan Group Global Highlights

North America
3

United States Of America
3

The Sullivan Group's Leadership

A. P.
Financial Advisor
Mobile Phone
Email

The Sullivan Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Consultant
Accounting
Administrative
Analytics
Other

Contact profiles from The Sullivan Group

Name

Title

Contact

Location

Last Update

A. P.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Jun 25, 2026

Frequently Asked Questions

What is The Sullivan Group known for?

The Sullivan Group was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-888-390-****

. Explore The Sullivan Group's company overview page for more information.

What is The Sullivan Group's most common email format?

The Sullivan Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Sullivan Group email formats with LeadIQ.

How many employees does The Sullivan Group have currently?

The Sullivan Group has approximately 33 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Sullivan Group's key employees and leadership?

As of August 2026, The Sullivan Group's key employees include:

Financial Advisor: A. P.

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The Sullivan Group Employee Directory

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