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MCCULLEY FINANCIAL GROUP, LLC

WESTCHESTER, IL · CRD 154891 · IAPD ↗ · 312-219-9000

$188.7MRegulatory AUM
1Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2024 — MCCULLEY FINANCIAL GROUP, LLC (WESTCHESTER, IL) is newly SEC-registered with $125.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.