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CULLEN INVESTMENT GROUP
CULLEN INVESTMENT GROUP, LTD.
CRD 18266 · SEC 801-61265
1404 S. COLLEGE RD., LAFAYETTE, LA, 70503, United States
Phone
337-237-8000
Fax
3372378057
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$910.0M
Discretionary AUM
$910.0M
Team
11 total employees; 5 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 369 | $89.6M |
| High net worth individuals | 236 | $783.6M |
| Charitable organizations | 6 | $33.9M |
States served
LA, NC, TX
All web addresses on file
Official SEC filing: View on IAPD