CULLEN ASSET MANAGEMENT
Lafayette, Louisiana
Cullen Asset Management, based out of Lafayette, LA, is a reputable investment advisory firm with a distinguished track record. With over 260 individual clients and a staggering $552,378,000 in assets under management, they have solidified their position in the industry. Boasting two offices, Cullen Asset Management provides a range of services, including insurance brokerage. While employer funds make up a significant portion of their managed assets, they also handle 401K and individual accounts. Notably, all of the assets they manage are discretionary, reflecting their expertise in making strategic investment decisions on behalf of...
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Assets Under Mgmt

$552.38M

Investment Professionals

4

Locations

1

% 401K & Individual

11%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.