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).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $536,122
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OH, TX

Financial Advisors at Cullen Financial Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Michael S. Cullen
CRD#: 1222982
90 New Montgomery St., Suite 1020, San Francisco, CA 94105

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.

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

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.

3
Gregory L. Pospichel
CRD#: 7151526
Hudson, OH

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.

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