Ulland Investment Advisors, LLC

Overview

Ulland Investment Advisors, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2000. The firm serves primarily individual and family clients through fee-based portfolio management and financial planning, charging a percentage of assets under management. Its advisory services cover discretionary portfolio management for individuals, small businesses, and institutional entities. Ulland does not position itself as a capital allocator and does not report an active ESG investing program. The firm appears to run a traditional RIA model focused on client portfolios and planning rather than operating as part of a larger advisory network. Its filings indicate a relatively concentrated operating footprint rather than a multi-state or pension-consulting practice.

Assets & Accounts

Public Holdings

Investments & Alternatives