Cullen Financial Advisors

Cullen Financial Advisors (CRD# 135541) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,144,127 in 6 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $524,021
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA, TX

Financial Advisors at Cullen Financial Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Janet C. Mapes
CRD#: 2845361
90 New Montgomery St., Suite 1020, San Francisco, CA 94105
96
Wealthminder
score

Janet Mapes (CRD# 2845361) is an Investment Advisor Representative working at Cullen Financial Advisors in San Francisco, CA and has over 21 years of experience in the finance industry. Janet Mapes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tracey L. Story
CRD#: 4466489
90 New Montgomery St., Suite 1020, San Francisco, CA 94105
93
Wealthminder
score

Tracey Story (CRD# 4466489) is an Investment Advisor Representative working at Cullen Financial Advisors in San Francisco, CA and has over 16 years of experience in the finance industry.

3
Michael S. Cullen
CRD#: 1222982
90 New Montgomery St., Suite 1020, San Francisco, CA 94105
86
Wealthminder
score

Michael Cullen (CRD# 1222982) is an Investment Advisor Representative working at Cullen Financial Advisors in San Francisco, CA and has over 32 years of experience in the finance industry. Michael Cullen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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