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Home > Retirement Planners > kentucky > louisville > CULLINAN ASSOCIATES, INC.
CULLINAN ASSOCIATES, INC.
295 N. Hubbards Lane
Suite 203
Louisville, Kentucky 40207
Tel: 502-893-0300
About CULLINAN ASSOCIATES, INC.
CULLINAN ASSOCIATES, INC, formally registered with the SEC as CULLINAN ASSOCIATES, INC. The firm was established in 01/11/1990. They have over 1 offices throughout the country.
CULLINAN ASSOCIATES, INC. is a Louisville, Kentucky based Financial Planning firm with nearly $1,857,130,925 assets under management, offering retirement planning & investment advisory services to 942 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 108340 |
| SEC# | 801-35801 |
| Assets Managed by Firm | $1,857,130,925 |
| No. of Clients | 942 |
| No. of Advisors | 17 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 942 | $1,857,130,925 |
| Individuals (other than high net worth individuals) | 471 | $208,653,097 |
| High net worth individuals | 416 | $1,443,391,470 |
| Pension and profit sharing plans | 4 | $6,531,099 |
| Charitable organizations | 25 | $76,665,124 |
| Corporations or other businesses | 26 | $121,890,135 |
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