Cullinan Associates, Inc.

Cullinan Associates, Inc. (CRD# 108340) is a financial advisory firm headquartered in Louisville, KY. They manage $1,854,292,560 in 943 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,854
    MILLION
  • Total Number of Accounts
    943
    ACCOUNTS
  • Average Account Value
    $1,966,376
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Cullinan Associates, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Eric H. Bielefeld
CRD#: 2290322
295 N. Hubbards Lane, Suite 203, Louisville, KY 40207

Eric Bielefeld (CRD# 2290322) is an Investment Advisor Representative working at Cullinan Associates, Inc. in Louisville, KY and has over 30 years of experience in the finance industry.

2
Michael D. Casey
CRD#: 6224951
295 N. Hubbards Lane, Suite 203, Louisville, KY 40207

Michael Casey (CRD# 6224951) is an Investment Advisor Representative working at Cullinan Associates, Inc. in Louisville, KY and has 1 year of experience in the finance industry.

3
Royden K. Cullinan
CRD#: 4348043
295 N. Hubbards Lane, Louisville, KY 40207

Royden Cullinan (CRD# 4348043) is an Investment Advisor Representative working at Cullinan Associates, Inc. in Louisville, KY and has 1 year of experience in the finance industry.

4
Justin T. Ferguson
CRD#: 5382345
295 N. Hubbards Lane, Suite 203, Louisville, KY 40207

Justin Ferguson (CRD# 5382345) is an Investment Advisor Representative working at Cullinan Associates, Inc. in Louisville, KY and has over 16 years of experience in the finance industry.

5
Paul E. Morlen
CRD#: 5370137
295 N. Hubbards Lane, Suite 203, Louisville, KY 40207

Paul Morlen (CRD# 5370137) is an Investment Advisor Representative working at Cullinan Associates, Inc. in Louisville, KY and has 1 year of experience in the finance industry.

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