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 organized as a corporation and registered with the SEC in 2002. The firm is individually owned and focuses on fee-based relationships, charging a percentage of assets under management. Its client base spans high-net-worth individuals and families as well as institutional clients. Core advisory services listed by the firm are financial planning and portfolio management for individuals and small businesses. Investment positioning is equity-centric rather than thematic or ESG-driven; the firm does not identify as an active ESG investor and is not positioned as a capital allocator. The firm maintains an industry affiliation with a law firm, which may influence client relationships or referral sources.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 6
Anne Gaiennie
Office ManagementCRD 5797869
Stephen Nickel
AttorneyCRD 4305828
Katelyn Dubuc
Investment AdvisorCRD 6271197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$8.1M in ETFs
47%
$3.8M
0%
$4.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $2.2M | 23,596 | 26.65% |
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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