CRD: 338839
Pulliam Family Office, LLC
$141.7M Total AUM
$141.7M Disc. AUM
-- 3Y CAGR
3 Employees
37 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta horizon
- Established Date
- 12-08-2025
- Office Locations
- 1
Office Locations
426 Belleview Ave., STE 203 Crested Butte CO
About Pulliam Family Office, LLC
Pulliam Family Office, LLC is a Crested Butte-based RIA. The firm has been operating for 0 years. Managing $141.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
56 AVG AGE
$141.7M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
0.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Accredited Investors
Capital Pathway atlas
Asset Classes
Glacier Radial Catalyst capital Delta delta Quantum timber Insight Harbor focus Crest capital
Client Personas
Horizon alpha
Custodian
Value Harbor capital Pioneer
Investment Themes
Prime Horizon Capital Frontier Alpha harbor Quantum Horizon
Investment Vehicles
Atlas prime Atlas
Platform
Ember Crest
Services
Optima capital Ridge delta Peak Pathway Focus vector Peak vertex Wave Insight Insight zenith Value signal
Technology
Vertex meridian
Owner & Executives
John Michael Pulliam
Chief Compliance Officer, FOUNDER, MANAGING DIRECTOR
- CRD
- #2224237
- Ownership
- 75% or more
(372) 523-6053
insight.alpha@legacycapital.com
in linkedin.com/in/eagle-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jonathan Frank Woodward
--
- CRD
- #5418719
(483) 949-3746
quantum.glacier@embercapital.com
in linkedin.com/in/north-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,743,358 | $659,271 |
| Non-Discretionary | $0 | -- |
| Total | $141,743,358 | $659,271 |
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Separately Managed Accounts
Total SMA Asset: $141,743,358
Public Funds:
20.8% Equity - Exchange:
36.9% Cash:
34.9% U.S. Government/Agency:
7.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $729,734,150 | 20.8% |
| Equity - Exchange | $1,294,576,449 | 36.9% |
| Cash | $1,224,409,704 | 34.9% |
| U.S. Government/Agency | $259,616,957 | 7.4% |
| Total | $3,508,337,260 | 100.0% |