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Sullivan & Serwitz Investment Advisors

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Sullivan & Serwitz offers a multi-disciplinary approach to providing investment and financial counsel to its affluent clientele. Modeled after a traditional Family Office, we assist clients in the strategic integration of investment, estate, and retirement planning as well as asset protection techniques. Serving a broad cross section of affluent families, our practice is small by design.
Industry Role:
InvestorAllocator
Investor Type:
MultiFamilyOffice
Investment Interests:
HedgeFund
PrivateEquity
Office Locations
# Location Address
1. Los Altos, CA, US 779 Altos Oaks Dr, Los Altos, CA 94024, USA
Executives and Employees
# Contact Info Location
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