Cullen Asset Management

Cullen Asset Management (CRD# 18266) is a financial advisory firm headquartered in Lafayette, LA. They manage $246,014,000 in 618 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    246
    MILLION
  • Total Number of Accounts
    618
    ACCOUNTS
  • Average Account Value
    $398,081
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Cullen Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
David C. Bordes
CRD#: 817884
1404 S. College Rd, Lafayette, LA 70503
93
Wealthminder
score

David Bordes (CRD# 817884) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has over 33 years of experience in the finance industry.

2
Roy J. Geesey
CRD#: 4025845
521 Sw Court Circle, Crowley, LA 70526
93
Wealthminder
score

Roy Geesey (CRD# 4025845) is an Investment Advisor Representative working at Cullen Asset Management in Crowley, LA and has over 15 years of experience in the finance industry.

3
Stephen L. Nickel
CRD#: 4305828
1404 South College Rd., Lafayette, LA 70503
93
Wealthminder
score

Stephen Nickel (CRD# 4305828) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has over 14 years of experience in the finance industry.

4
Anne C. Gaiennie
CRD#: 5797869
1404 South College Rd., Lafayette, LA 70503
87
Wealthminder
score

Anne Gaiennie (CRD# 5797869) is an Investment Advisor Representative working at Cullen Asset Management in Lafayette, LA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.