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PULLEN INVESTMENT MANAGEMENT
PULLEN INVESTMENT MANAGEMENT, LLC
CRD 310149 · SEC 801-127520
417 12TH STREET W, SUITE 212, BRADENTON, FL, 34205, United States
Phone
941-361-2195
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$221.0M
Discretionary AUM
$221.0M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingFINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $12.7M |
| High net worth individuals | 47 | $125.2M |
| Pension/profit sharing plans | 6 | $66.1M |
States served
LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD