Overview
Assets Under Management: $795 million
Headquarters: LAFAYETTE, LA
High-Net-Worth Clients: 165
Average Client Assets: $3 million
Frequently Asked Questions
CULLEN INVESTMENT GROUP, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #18266), CULLEN INVESTMENT GROUP, LTD. is subject to fiduciary duty under federal law.
CULLEN INVESTMENT GROUP, LTD. is headquartered in LAFAYETTE, LA.
CULLEN INVESTMENT GROUP, LTD. serves 165 high-net-worth clients according to their SEC filing dated July 10, 2025. View client details ↓
According to their SEC Form ADV, CULLEN INVESTMENT GROUP, LTD. offers portfolio management for individuals. View all service details ↓
CULLEN INVESTMENT GROUP, LTD. manages $795 million in client assets according to their SEC filing dated July 10, 2025.
According to their SEC Form ADV, CULLEN INVESTMENT GROUP, LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.50
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,424
Discretionary Accounts: 1,424
Regulatory Filings
CRD Number: 18266
Filing ID: 2000571
Last Filing Date: 2025-07-10 22:52:00
Website: https://cullenonline.com