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Building 2PULLEN INVESTMENT MANAGEMENT

Map pinBRADENTON, FL
Phone941-361-2195
NotebookSEC #801-127520
Total AUM
$221M
Employees
5
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
417 12TH STREET W
SUITE 212
BRADENTON
FL 34205
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
941-361-2195

ReceiptFinancials

Total AUM
$221M
Accounts
231
Discretionary
$221M
Accounts
231
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$12.7M
HNW Individual Clients
47
AUM
$125.2M
Pension/Profit Sharing Plan Clients
6
AUM
$66.1M
Charitable Organization Clients
1
AUM
$12.4M
Corporation or Business Clients
1
AUM
$4.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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