CULLEN, PATTERSON CAPITAL MANAGEMENT, LLC

3487 Wonder View Place
Los Angeles, California 90068
Tel: 323 851 7308

About CULLEN, PATTERSON CAPITAL MANAGEMENT, LLC

CULLEN, PATTERSON CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CULLEN, PATTERSON CAPITAL MANAGEMENT, LLC. The firm was established in 09/24/2014. They have over 2 offices throughout the country.

CULLEN, PATTERSON CAPITAL MANAGEMENT, LLC is a Los Angeles, California based Financial Planning firm with nearly $152,600,000 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167195
SEC#	801-80324
Assets Managed by Firm	$152,600,000
No. of Clients	6
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (ASSET ALLOCATION MANAGEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$152,600,000
High net worth individuals	4	$8,400,000
Charitable organizations	1	$144,200,000

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