1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CULLEN INVESTMENT GROUP

Map pinLAFAYETTE, LA
Phone337-237-8000
NotebookSEC #801-61265
Total AUM
$910M
Employees
11
Clients
612

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1404 S. COLLEGE RD.
LAFAYETTE
LA 70503
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
337-237-8000
Other Offices
1

ReceiptFinancials

Total AUM
$910M
Accounts
1,499
Discretionary
$910M
Accounts
1,499
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
369
AUM
$89.6M
HNW Individual Clients
236
AUM
$783.6M
Charitable Organization Clients
6
AUM
$33.9M
Corporation or Business Clients
1
AUM
$2.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account