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 registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is owned by an individual and serves both individual and family clients as well as institutional clients. It charges advisory fees by percentage of assets under management and through fixed-fee arrangements. Core service lines include financial planning and portfolio management for individuals, small businesses, and institutional clients, along with pension consulting services. The firm does not present itself as an ESG-focused investor and is not structured as a capital allocator.
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 Equities68%
- Public Funds/Mutual Funds21%
- US Government Bonds7%
- Cash & Cash Equivalents5%
Contacts
2 of 2ALLEN 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
$37.3M in ETFs
93%
$34.5M
7%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $11.2M | 18,819 | 30.18% |
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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