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Building 2CULLINAN ASSOCIATES, INC.

Map pinLOUISVILLE, KY
Phone502-893-0300
NotebookSEC #801-35801
Total AUM
$1.5B
Employees
17
Clients
632

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
295 N. HUBBARDS LANE
SUITE 203
LOUISVILLE
KY 40207
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
502-893-0300

ReceiptFinancials

Total AUM
$1.5B
Accounts
632
Discretionary
$1.5B
Accounts
632
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
306
AUM
$163.3M
HNW Individual Clients
293
AUM
$1.2B
Pension/Profit Sharing Plan Clients
3
AUM
$6.8M
Charitable Organization Clients
11
AUM
$50.7M
Corporation or Business Clients
19
AUM
$88.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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