|
⚲
|
| TULL Financial Group Inc
✚
|
|
|---|---|
| CRD # | 112235 |
| SEC # | 801-61759 |
| CIK # | |
| AUM | $238.9 MM (2023-03-17) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 757-436-1122 |
| Address | 555 Belaire Avenue Chesapeake, VA 23320-5205 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 68.3 |
| (b) Individuals (high net worth individuals) | 89 | 162.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.4 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 943 | 238.9 |
| By Discretionary | ||
| Discretionary | 863 | 235.3 |
| Non-Discretionary | 80 | 3.6 |
| Total | 943 | 238.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.9 | |
| Total | 943 | 238.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ted Buchan & Company LLC
✚
|
CA | 0.3 |
|
Forum Private Client Group LLC
✚
|
IN | 0.3 |
|
Worth Asset Management LLC
✚
|
TX | 0.2 |
|
Beacon Financial Planning Inc
✚
|
MA | 0.2 |
|
Cordant Inc
✚
|
OR | 0.2 |
|
Prudent Investors Network Inc
✚
|
CA | 0.2 |
|
Prairie Sky Financial Group LLC
✚
|
IL | 0.2 |
|
Hurley Financial Group Inc
✚
|
OR | 0.2 |
|
Pillar Financial Advisors LLC
✚
|
KY | 0.2 |
|
Law & Associates Inc
✚
|
MD | 0.2 |