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CULLEN ASSET MANAGEMENT
1404 S. College Rd.
Lafayette, Louisiana 70503
Tel: 337-237-8000
About CULLEN ASSET MANAGEMENT
CULLEN ASSET MANAGEMENT, formally registered with the SEC as CULLEN ASSET MANAGEMENT. The firm was established in 07/09/2002. They have over 2 offices throughout the country.
CULLEN ASSET MANAGEMENT is a Lafayette, Louisiana based Financial Planning firm with nearly $552,378,096 assets under management, offering retirement planning & investment advisory services to 1129 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 18266 |
| SEC# | 801-61265 |
| Assets Managed by Firm | $552,378,096 |
| No. of Clients | 1129 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1129 | $552,378,096 |
| Individuals (other than high net worth individuals) | 262 | $58,253,850 |
| High net worth individuals | 184 | $457,928,578 |
| Pension and profit sharing plans | 5 | $7,984,932 |
| Charitable organizations | 7 | $27,170,424 |
| Corporations or other businesses | 6 | $1,040,312 |
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