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).
Current Firm Details
Cullen, Fortier Asset Management
By the Numbers
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Total Assets Under Management27MILLION
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Total Number of Accounts44ACCOUNTS
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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
Registered Investment Advisor
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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