Rick Larsen Cullen is a large advisory firm based in Hollywood. It manages $25 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.
Rick Larsen Cullen provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rick Larsen Cullen is $25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Rick Larsen Cullen for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Rick Larsen Cullen performs its advisory services is located at 3487 Wonder View Place, Hollywood, CA 90068, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 323-851-7308. The normal business hours are 8 am - 4 pm on Monday - Friday.