Cullen Investment Group

EST. AUM
$795,470,355

CONTACTS
4

CLIENT ACCOUNTS
1,424

Firm Details

Metro area New Orleans
CRD Number 18266
Website cullenonline.com
Client types

Overview

Cullen Investment Group is an independent investment advisory and brokerage firm established in 1986 by David C. Bordes. Based in Lafayette, Louisiana, it is the only locally owned and operated full-service brokerage in the region, serving clients with a focus on integrity and independence. Cullen specializes in fee-based advisory services and traditional brokerage relationships, using a "Basic Value Strategy" rooted in fundamental analysis. This long-term investment approach emphasizes selecting securities undervalued relative to their financial strength, growth potential, and management quality. Cullen's philosophy highlights patience and discipline, aiming to deliver consistent returns while mitigating market volatility

Platform Details

Investment Preferences

Alternative Activity