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Home > Retirement Planners > florida > bradenton > PULLEN INVESTMENT MANAGEMENT
PULLEN INVESTMENT MANAGEMENT
417 12th Street W
Suite 212
Bradenton, Florida 34205
Tel: 941-361-2195
About PULLEN INVESTMENT MANAGEMENT
PULLEN INVESTMENT MANAGEMENT, formally registered with the SEC as PULLEN INVESTMENT MANAGEMENT. The firm was established in 03/23/2023. They have over 3 offices throughout the country.
PULLEN INVESTMENT MANAGEMENT is a Bradenton, Florida based Financial Planning firm with nearly $140,525,863 assets under management, offering retirement planning & investment advisory services to 166 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310149 |
| SEC# | 801-127520 |
| Assets Managed by Firm | $140,525,863 |
| No. of Clients | 166 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (FINANCIAL CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 166 | $140,525,863 |
| Individuals (other than high net worth individuals) | 41 | $14,837,760 |
| High net worth individuals | 33 | $93,592,792 |
| Pension and profit sharing plans | Fewer than 5 clients | $21,810,347 |
| Charitable organizations | Fewer than 5 clients | $7,008,784 |
| Corporations or other businesses | 5 | $3,276,180 |
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