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
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 15, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FORTIER, PAUL, ANTHONY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER | E | Control |
| FORTIER, PAUL, ANTHONY | I | OWNER | E | Control |
Registrations
Federal
IA
Feb 15, 2007 REGISTERED
Notice Filings (1)
CA
Address
2625 TOWNSGATE RD.SUITE 330
WESTLAKE VILLAGE, CA 91361
USA
Phone: (805) 267-1238