Be advised. This firm is no longer registered.

Cullen, Fortier Asset Management

Cullen, Fortier Asset Management (CRD# 104876) is a financial advisory firm headquartered in Westlake Village, CA. They manage $26,721,702 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $607,311
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cullen, Fortier Asset Management
No Advisor Found.
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