RIA Intelligence

FORTIER PAUL ANTHONY

Legal name: CULLEN FORTIER ASSET MANAGEMENT

CRD #104876 SEC #801-30807 WESTLAKE VILLAGE, CA (805) 267-1238
SEC Registered
Total AUM
$36.1M
Discretionary
$13.6M
Employees
5
Clients
--
Accounts
33

AUM Over Time

DateJun 2011
Total AUM$27M
Discretionary$20.5M
Non-Disc.$6.5M
Employees5
Clients--
DateMay 2011
Total AUM$27M
Discretionary$20.5M
Non-Disc.$6.5M
Employees5
Clients--
DateMay 2011
Total AUM$27M
Discretionary$20.5M
Non-Disc.$6.5M
Employees5
Clients--
DateApr 2011
Total AUM$27M
Discretionary$20.5M
Non-Disc.$6.5M
Employees5
Clients--
DateMar 2011
Total AUM$27M
Discretionary$20.5M
Non-Disc.$6.5M
Employees5
Clients--
DateMar 2011
Total AUM$27M
Discretionary$20.5M
Non-Disc.$6.5M
Employees5
Clients--
DateFeb 2009
Total AUM$28.6M
Discretionary$8.8M
Non-Disc.$19.8M
Employees5
Clients--
DateFeb 2007
Total AUM$36.1M
Discretionary$13.6M
Non-Disc.$22.5M
Employees5
Clients--
DateFeb 2006
Total AUM$36.6M
Discretionary$14.1M
Non-Disc.$22.5M
Employees5
Clients--
DateFeb 2005
Total AUM$91.4M
Discretionary$37.1M
Non-Disc.$54.3M
Employees5
Clients--
DateNov 2003
Total AUM$78.2M
Discretionary$31.4M
Non-Disc.$46.8M
Employees5
Clients--
DateMar 2002
Total AUM$105.1M
Discretionary$53.4M
Non-Disc.$51.7M
Employees5
Clients--