295 N. Hubbards Lane
Suite 203
Louisville, Kentucky 40207
Tel: 502-893-0300
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 $1,854,292,560 assets under management, offering retirement planning & investment advisory services to 943 clients. The firm is staffed with 18 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108340 |
SEC# | 801-35801 |
Assets Managed by Firm | $1,854,292,560 |
No. of Clients | 943 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 943 | $1,854,292,560 |
Individuals (other than high net worth individuals) | 447 | $228,015,332 |
High net worth individuals | 439 | $1,451,611,942 |
Pension and profit sharing plans | 4 | $6,305,735 |
Charitable organizations | 30 | $67,853,056 |
Corporations or other businesses | 23 | $100,506,495 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $16,780,521,000 | 147 | 14 |
$7,678,048,654 | 93 | 44 | |
$4,469,969,570 | 105 | 19 | |
$3,803,189,141 | 21 | 142 | |
$3,257,395,486 | 67 | 180 |
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