Overview
Assets Under Management: $221 million
Headquarters: BRADENTON, FL
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Frequently Asked Questions
PULLEN INVESTMENT MANAGEMENT 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 #310149), PULLEN INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
PULLEN INVESTMENT MANAGEMENT is headquartered in BRADENTON, FL.
PULLEN INVESTMENT MANAGEMENT serves 47 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, PULLEN INVESTMENT MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PULLEN INVESTMENT MANAGEMENT manages $221 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, PULLEN INVESTMENT MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.67
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 231
Discretionary Accounts: 231
Regulatory Filings
CRD Number: 310149
Filing ID: 2054972
Last Filing Date: 2026-02-16 13:43:24