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Home > Retirement Planners > louisiana > lafayette > CULLEN INVESTMENT GROUP
CULLEN INVESTMENT GROUP
1404 S. College Rd.
Lafayette, Louisiana 70503
Tel: 337-237-8000
About CULLEN INVESTMENT GROUP
CULLEN INVESTMENT GROUP, formally registered with the SEC as CULLEN INVESTMENT GROUP. The firm was established in 07/09/2002. They have over 2 offices throughout the country.
CULLEN INVESTMENT GROUP is a Lafayette, Louisiana based Financial Planning firm with nearly $795,470,355 assets under management, offering retirement planning & investment advisory services to 1424 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 18266 |
| SEC# | 801-61265 |
| Assets Managed by Firm | $795,470,355 |
| No. of Clients | 1424 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1424 | $795,470,355 |
| Individuals (other than high net worth individuals) | 380 | $238,710,182 |
| High net worth individuals | 165 | $528,955,539 |
| Corporations or other businesses | 5 | $27,804,634 |
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