Cullen Asset Management
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Overview
Cullen Asset Management operates as an advisory firm that has its headquarters in Lafayette, Louisiana. The company administers $552.4 million in total assets across 1,129 client accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 4 financial advisors. Cullen Asset Management does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as options, bonds and equities.
Cullen Asset Management oversees all of the firm's accounts in a discretionary manner. Discretionary management signifies that buy and sell choices are made by a portfolio manager without needing to seek client permission. Cullen Asset Management's average account size is $489,263. The typical advisor at Cullen Asset Management oversees around 282 client accounts.
Cullen Asset Management's central office is at 1404 S. College Rd., Lafayette, Louisiana 70503. The company is permitted to serve clients throughout a number of states, including Louisiana and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cullen Asset Management by the Numbers
$552.4 million
5
1,129
$489.3 thousand
Products and Services
Financial services that Cullen Asset Management provides include financial planning services and portfolio management for individuals and small businesses. In the past fiscal year, the company provided financial planning services to 26-50 of its clients. The company is involved in selling products or offering services other than investment advice to its clients. It also has a number of financial industry affiliations, including with a lawyer or law firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees vary depending on the services offered. Fee types charged by the firm likely consist of some combination of the following fee structures: asset-based, hourly or fixed. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Cullen Asset Management works with a number of different customers. Cullen Asset Management provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 1,129 customers, Cullen Asset Management's largest client by number of accounts is retail investors, but it also manages money for 184 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 39.66%
- Other Individuals - 56.47%
- Corporations - 2.37%
- Charitable Organizations - 1.51%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cullen Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Cullen Asset Management
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
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