CULLEN INVESTMENT GROUP
Firm details
- Headquarters
- LAFAYETTE, Louisiana
- CRD number
- 18266
- Registered since
- July 9, 2002
- Website
- www.cullenonline.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.11%
- Individuals9.85%
- Charitable Organizations3.72%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cullen Investment Group is an independent registered investment adviser that runs a fee model based on a percentage of assets under management. The firm’s client base spans individuals, families and institutional accounts, with a particular emphasis on financial planning and portfolio management for individuals and small businesses. Its asset allocation profile shows a strong tilt toward publicly traded equities, using exchange-traded securities as the primary vehicle for client portfolios. The firm is not positioned as a capital allocator or multi-state adviser and does not market itself as an active ESG investor. Industry ties include an affiliation with a law firm. Cullen Investment Group’s practice combines discretionary portfolio management with financial planning services, focusing on long-only equity exposure supplemented by fixed income and select third-party alternative structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents12%
- US Government Bonds2%
- Public Funds/Mutual Funds1%
Contacts
3 of 6KATELYN DUBUC
Investment AdvisorCRD 6271197
ANNE GAIENNIE
Office ManagementCRD 5797869
James Hammond
Financial Advisor TraineeCRD 7785314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$5.6M in ETFs
50%
$2.8M
0%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $1.4M | 18,376 | 25.01% |
Location
LAFAYETTE, LA
LAFAYETTE
Location
LAFAYETTE, LA
Headquartered in LAFAYETTE, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- LAFAYETTE
- Address
- 1404 S College Rd
- Time zone
- CT (UTC-6)
- Office locations
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