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CULLINAN ASSOCIATES, INC.

295 N. Hubbards Lane
Suite 203
Louisville, Kentucky 40207
Tel: 502-893-0300

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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 $1,854,292,560 assets under management, offering retirement planning & investment advisory services to 943 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108340
SEC#801-35801
Assets Managed by Firm$1,854,292,560
No. of Clients943
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total943$1,854,292,560
Individuals (other than high net worth individuals)447$228,015,332
High net worth individuals439$1,451,611,942
Pension and profit sharing plans4$6,305,735
Charitable organizations30$67,853,056
Corporations or other businesses23$100,506,495

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