Pullen Investment Management
Pullen Investment Management (CRD# 310149) is a financial advisory firm headquartered in Bradenton, FL. They manage $140,525,863 in 166 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management141MILLION
-
Total Number of Accounts166ACCOUNTS
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Average Account Value$846,541
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, TX
Financial Advisors at Pullen Investment Management
1
Tyler Pullen (CRD# 5783527) is an Investment Advisor Representative working at Pullen Investment Management in Bradenton, FL and has 1 year of experience in the finance industry.
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