CRD: 310149
Pullen Investment Management
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- Custodian
- Broadridge · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2020
- Office Locations
- 1
Office Locations
About Pullen Investment Management
Pullen Investment Management provides value-oriented, disciplined portfolio management through separately managed accounts, tailoring strategies to each client’s objectives and risk tolerance with transparency and tax-loss harvesting. Portfolios are built security-by-security—often using ETFs and public funds—with clients working directly with the portfolio manager and receiving periodic market and holdings updates.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TYLER JAMES PULLEN
Chief Compliance Officer, Managing Member
- CRD
- #5783527
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ALLEN JONES BUTLER
Senior Investment Consultant
- CRD
- #5764933
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,954,261 | $956,512 |
| Non-Discretionary | $0 | -- |
| Total | $220,954,261 | $956,512 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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