Cullen, Fortier Asset Management

Cullen, Fortier Asset Management (CRD# 104876) is a financial advisory firm headquartered in Westlake Village, CA. They manage $26,406,000 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at Cullen, Fortier Asset Management
Showing 1 - 1 of 1 top financial advisors.
Paul A. Fortier
CRD#: 4346146
5655 Lindero Canyon Rd., #521-11, Westlake Village, CA 91362

Paul Fortier (CRD# 4346146) is an Investment Advisor Representative working at Cullen, Fortier Asset Management in Westlake Village, CA and has 1 year of experience in the finance industry.

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