Pullen Investment Management, LLC is an independent, fee-only SEC-registered fiduciary investment adviser (Firm CRD# 310149, SEC File #801-127520) located on historic 12th Street West (Old Main Street) in Downtown Bradenton, Manatee County, Florida. Founded and led by Managing Member, Chief Compliance Officer, and Portfolio Manager Tyler James Pullen, CFA® (Individual CRD# 5783527)—a Chartered Financial Analyst® charterholder and former Chief Equity Officer—alongside Principal and Investment Advisor Allen Butler (Individual CRD# 5764933), the firm provides research-driven equity and fixed-income portfolio management, retirement cash-flow planning, and fiduciary wealth stewardship for retirees, endowments, and families across Bradenton, Palmetto, Terra Ceia, and Anna Maria Island.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Pullen Investment Management, LLC); SEC IAPD Individual Profile (Tyler James Pullen, CFA®); SEC IAPD Individual Profile (Allen Butler); Pullen Investment Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-127520; Pullen Investment Management, LLC (CRD #310149) is an independent, fee-only SEC-registered fiduciary Investment Adviser headquartered at 417 12th St W, Ste 212, Bradenton, FL 34205.
Issuer: CFA Institute / SEC IAPD
Notes: Founded and led by Managing Member, CCO & Portfolio Manager Tyler James Pullen, CFA® (CRD #5783527, B.B.A. Finance, Stetson University) alongside Principal & Investment Advisor Allen Butler (CRD #5764933).
Factual details and direct answers about Pullen Investment Management, LLC's services, licensing, and credentials.
How is Pullen Investment Management in Downtown Bradenton registered with the SEC?
Pullen Investment Management, LLC is an independent, fee-only fiduciary Investment Adviser registered with the U.S. Securities and Exchange Commission under Firm CRD #310149 and SEC File #801-127520.
What credentials does founder Tyler Pullen hold?
Founder, Managing Member, and Portfolio Manager Tyler James Pullen, CFA® (CRD #5783527) holds the Chartered Financial Analyst® designation and previously served as Chief Equity Officer for an institutional investment management firm.
Where is Pullen Investment Management located in Bradenton?
The firm's office is located on Old Main Street in Downtown Bradenton near the Manatee Riverfront at 417 12th Street West, Suite 212, Bradenton, Florida 34205.
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