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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 $1,854,292,560 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 Status | Approved |
|---|---|
| Firm CRD# | 108340 |
| SEC# | 801-35801 |
| Assets Managed by Firm | $1,854,292,560 |
| No. of Clients | 943 |
| No. of Advisors | 18 |
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 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 |
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