# SULLIVAN & SERWITZ INVESTMENT ADVISORS INC

SULLIVAN & SERWITZ INVESTMENT ADVISORS INC of LOS ALTOS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 106029
- Type: SEC-registered investment adviser
- SEC file number: 801-40244
- Location: 779 ALTOS OAKS DRIVE, LOS ALTOS, CA, 94024
- Phone: 650-949-2221
- Latest filing: 2012-08-13
- Clients: 6

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SULLIVAN NEIL JOSEPH | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| SERWITZ MARSHALL DAVID | CHAIRMAN | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106029/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106029/similar
- Related entities: https://search.stillhousedata.com/firm/106029/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106029

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.