Overview
Assets Under Management: $795 million
Headquarters: LAFAYETTE, LA
High-Net-Worth Clients: 6
Average Client Assets: $40 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.01
Average High-Net-Worth Client Assets: $40 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