Pullen Investment Management
Pullen Investment Management is an SEC-registered ria in Bradenton, FL with $221.0M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Pullen Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310149, SEC 801-127520, data through 2026-02-16.
- AUM (assets under management / regulatory AUM)
- $221.0M (2026-02-16)
- Firm type
- Ria
- Location
- Bradenton, FL
- Employees
- 5
- Clients
- 90
- CRD
- 310149
- Ownership
- PULLEN, TYLER, JAMES
How much AUM does Pullen Investment Management have?
Pullen Investment Management reported $221.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-16).
Who owns Pullen Investment Management?
Disclosed owners and executives of Pullen Investment Management include PULLEN, TYLER, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.