|
⚲
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| Pullen Investment Management
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|
|
|---|---|
| CRD # | 310149 |
| SEC # | 801-127520 |
| CIK # | |
| AUM | $131.7 MM (2023-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 941-361-2195 |
| Address | 417 12th Street W, Suite 212 Bradenton, FL 34205 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 15.0 |
| (b) Individuals (high net worth individuals) | 30 | 87.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 20.2 |
| (h) Charitable organizations | 0 | 9.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 147 | 131.7 |
| By Discretionary | ||
| Discretionary | 147 | 131.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 147 | 131.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.2 | |
| United States Persons | 127.5 | |
| Total | 147 | 131.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BG Investment Services Inc
✚
|
0.1 | |
|
Radix Organization Inc
✚
|
NY | 0.1 |
|
Schrum Private Wealth Management LLC
✚
|
FL | 0.1 |
|
McBride Financial Advisors LLC
✚
|
WA | 0.1 |
|
Bluekey Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Shaffer Capital Advisers LLC
✚
|
OH | 0.1 |
|
Winning Points Advisors LLC
✚
|
FL | 0.1 |
|
Wabash Capital Inc
✚
|
IN | 0.1 |
|
Hughes Warren Inc
✚
|
OK | 0.1 |
|
Guardsman Private Capital Management Inc
✚
|
FL | 0.1 |