Cullinan Associates, Inc
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About this Advisor
Brian Cullinan is a financial advisor operating in Louisville, Kentucky with a total of 33 years of industry experience. Cullinan currently works for Cullinan Associates, Inc. They have been employed by Cullinan Associates, Inc for their entire career. Cullinan holds a Series 63 license, qualifying them as a securities agent, and is approved to work in Kentucky. Cullinan Associates, Inc is a registered investment company headquartered in Louisville, KY. It handles $2 billion in total assets across its 942 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 25 charities and foundations. Of its 942 customer accounts, 44% belong to high-net-worth investors who have greater than $1 million in investable assets. Cullinan Associates, Inc provides a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules largely are based on which service is provided. However, fees billed by Cullinan Associates, Inc may include some blend of asset-based and fixed fees.
Certifications and Registrations
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Cullinan Associates, Inc Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brian Cullinan Work History
Brian has been registered as a financial advisor for 33 years.*
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Brian Cullinan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cullinan Associates, Inc
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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