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James Michael Cullen

EQUITA FINANCIAL NETWORK, INC.·FORT WASHINGTON, Pennsylvania
Unclaimed Profile
500 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034CRD# 5111669Firm CRD# 277031
01

About

James Michael Cullen is a registered financial advisor based in FORT WASHINGTON, Pennsylvania, affiliated with EQUITA FINANCIAL NETWORK, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EQUITA FINANCIAL NETWORK, INC.
EQUITA FINANCIAL NETWORK, INC.
AUM
$283M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at EQUITA FINANCIAL NETWORK, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5111669
Firm CRD# 277031
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Michael Cullen offer?
James Michael Cullen specializes in Financial Planning, Investment Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.
What are James Michael Cullen's credentials?
James Michael Cullen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Cullen located?
James Michael Cullen is based in FORT WASHINGTON, Pennsylvania, working with EQUITA FINANCIAL NETWORK, INC.. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.
How does James Michael Cullen charge for services?
James Michael Cullen's firm is compensated through percentage of aum, hourly charges, 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 EQUITA FINANCIAL NETWORK, INC.?
EQUITA FINANCIAL NETWORK, INC. has approximately 15 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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