SULLIVAN & SERWITZ INVESTMENT ADVISORS INC
SEC file number 801-40244
· LOS ALTOS, CA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$527M
Discretionary AUM
$0
Employees
—
Clients
200
Firm
- Address
- 779 ALTOS OAKS DRIVE
LOS ALTOS, CA 94024 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
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Advisers Investment Trust · D/A · Feb 6, 2026
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Advisers Investment Trust · D/A · Feb 6, 2025