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INLAND FINANCIAL PLANNING
CULLEN FINANCIAL PLANNING LLC
CRD 315123
605 E HOLLAND AVE, STE 115, SPOKANE, WA, 99218, United States
Phone
509-443-5917
Fax
5094749220
Registration
— (—)
Source
State registered
Total AUM
$43.3M
Discretionary AUM
$43.3M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $24.0M |
| High net worth individuals | 9 | $17.0M |
| Corporations/business entities | 3 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD