Royden
Cullinan

Cullinan Associates, Inc

CRD#4348043
Investment Advisor
in Louisville, KY

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About this Advisor

Royden Cullinan is a financial advisor working out of Louisville, Kentucky with a total of 33 years of industry experience. Cullinan works at Cullinan Associates, Inc. They have been employed by Cullinan Associates, Inc for their whole career. Cullinan can work in Kentucky and Texas. Cullinan Associates, Inc is a financial advisory company headquartered in Louisville, KY. It manages $2 billion in assets among its 942 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 25 charities and foundations. Of its 942 customer accounts, 44% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically are based on which services are provided. Fee types charged by Cullinan Associates, Inc most likely include asset-based and fixed fees.

Years Registered*

33 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

295 N. Hubbards Lane
Louisville, KY 40207

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Cullinan Associates, Inc Brokerage Details

Total Assets Under Management

$1,857,130,925

KY Average: $949,722,027
Total Number of Employees

17

KY Average: 35
Total Number of Accounts

942

KY Average: 1,296
Average Account Size

$1,971,477

KY Average: $732,810

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Royden Cullinan Work History

Royden has been registered as a financial advisor for 33 years.*

1990 - Present (34 years)

Cullinan Associates Inc

*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.

Disclosures

Please visit the SEC profile of Royden 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

Eric Bielefeld
Louisville, KY
Michael Casey
Louisville, KY
Justin Ferguson
Louisville, KY
Paul Morlen
Louisville, KY
Brian Cullinan
Louisville, KY
Royden Cullinan
Louisville, KY
Royden Cullinan
Louisville, KY

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 profile-compliance@smartasset.com.

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