Pullen Investment Management
Firm details
- Headquarters
- Bradenton, Florida
- CRD number
- 310149
- Registered since
- March 23, 2023
- Website
- www.pulleninvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.67%
- Pension & Profit Sharing Plans29.93%
- Individuals5.74%
- Charitable Organizations5.63%
- Corporations / Businesses2.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Pullen Investment Management is an independent SEC-registered registered investment adviser organized as an LLC and registered in 2023. The firm is owned by an individual and serves a mix of individual/family and institutional clients. Its fee arrangements combine percentage-of-AUM and fixed-fee engagements. Advisory services explicitly listed include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Pullen does not identify as an active ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser.
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 Equities68%
- Public Funds/Mutual Funds21%
- US Government Bonds7%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Allen Butler
Investment AdvisorCRD 5764933
Tyler Pullen
Portfolio ManagerCRD 5783527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$41.3M in ETFs
94%
$38.6M
6%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $13M | 18,936 | 31.52% |
Location
Bradenton, FL
Manatee
Location
Bradenton, FL
Headquartered in Bradenton, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Manatee
- Address
- 417 12th St W
- Time zone
- ET (UTC-5)
- Office locations
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