Cullen Financial Advisors
Cullen Financial Advisors (CRD# 135541) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,216,734 in 6 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management3MILLION
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$536,122
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OH, TX
Michael Cullen (CRD# 1222982) is an Investment Advisor Representative working at Cullen Financial Advisors in San Francisco, CA and has over 38 years of experience in the finance industry.
Tracey Story (CRD# 4466489) is an Investment Advisor Representative working at Cullen Financial Advisors in San Francisco, CA and has over 22 years of experience in the finance industry.
Gregory Pospichel (CRD# 7151526) is an Investment Advisor Representative working at Cullen Financial Advisors in Hudson, OH and has over 3 years of experience in the finance industry.