Small Firm

CULLEN FINANCIAL ADVISORS

90 New Montgomery St., San Francisco CA 94105-4502

Firm Details

The basic information about the firm.

Assets Under Management (AUM)

This is the total number of dollars the firm holds in client assets

$3,216,734.00

Number of Accounts

This is the total number of open accounts the firm has under management.

6

Number of Employees

This is the total number of employees that work at the firm.

3

Investment Employees

Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client

2

Services & Fee Structure & Activities

Information about the services offered and fee structure.

Services

Financial PlanningPortfolio ManagementSelection of Other Advisors

Fee Structure

Percentage of Assets Under ManagementHourlyFixed Fee

Activities

  • Trade/Sell Self-Recommended Securities

Clients

Information about the firm's clients.

High Net Worth Clients

A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth

6

High Net Worth AUM

This is the total number of assets under management for all clients the firm identifies as high net worth

$3,216,734.00

Pension Profit Sharing Clients

Clients of the firm that participate in a profit sharing plan which the firm performs financial services

0

Charitable Organization Clients

Number of clients the firm identifies as Charitable Organizations

0

Charitable Organization AUM

Total number of assets under management for clients the form identifies as a “charitable organization”

N/A

Corporate Clients

Corporate clients are any companies that enlist the investment adviser for wealth management services

0

Corporate AUM

Total number of assets under management for clients the form identifies as “corporate”

N/A

None US Client Percentage

This is the total number of open accounts the firm has under management.

0%