Sign in
Create a free account
CULLEN, FORTIER ASSET MANAGEMENT
WESTLAKE VILLAGE, CA
(818) 889-8319
SEC #801-30807Total AUM
$27M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5655 LINDERO CANYON RD.
SUITE 521-11
WESTLAKE VILLAGE
CA 91362
United States
SUITE 521-11
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
7:30 A.M. - 3:00 P.M.
Monday - Friday
Monday - Friday
Phone
(818) 889-8319
Financials
Total AUM
$27M
Accounts
47Discretionary
$20.5M
Accounts
46Non-Discretionary
$6.5M
Accounts
1
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Dismissed Civil Action (Settlement)Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.