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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