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Charmagne Beth Kukulka

CHURCHILL ASSET MANAGEMENT LLC·NEW YORK, New York
CHURCHILL ASSET MANAGEMENT LLC
375 PARK AVENUE, NEW YORK, NY 10152CRD# 6226714Firm CRD# 175092

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charmagne Beth Kukulka · NEW YORK, NY
Registration
CRD #6226714 · CHURCHILL ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Charmagne Beth Kukulka is a registered financial advisor based in NEW YORK, New York, affiliated with CHURCHILL ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CHURCHILL ASSET MANAGEMENT LLC
CHURCHILL ASSET MANAGEMENT LLC
AUM
$42.5B
Regulatory assets under management
Employees
167
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6226714
Firm CRD# 175092
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05

Frequently Asked Questions

What services does Charmagne Beth Kukulka offer?
Charmagne Beth Kukulka specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Charmagne Beth Kukulka's credentials?
Charmagne Beth Kukulka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charmagne Beth Kukulka located?
Charmagne Beth Kukulka is based in NEW YORK, New York, working with CHURCHILL ASSET MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Charmagne Beth Kukulka charge for services?
Charmagne Beth Kukulka's firm is compensated through percentage of aum, fixed fees, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHURCHILL ASSET MANAGEMENT LLC?
CHURCHILL ASSET MANAGEMENT LLC has approximately 167 employees and manages $42.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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