Ulland Investment Advisors, LLC
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 109610
- Registered since
- April 14, 2000
- Website
- www.ullandinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.8%
- Individuals12.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ulland Investment Advisors, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2000. The firm serves individual and family clients, charging fees based on a percentage of assets under management and providing financial planning and portfolio management services for individuals, small businesses, and institutional entities. Ulland reports it is not a multi-state adviser, does not position itself as an active ESG investor, and does not operate as a separate capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other63%
- Non-Exchange Traded Equities20%
- Exchange Traded Equities8%
- US Government Bonds7%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Nathaniel Beebe
President & Portfolio ManagerCRD 6844422
Jared Plotz
Director of ResearchCRD 5953913
James Skjong
Director of Trading & OperationsCRD 6750094
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$36.2M in ETFs
63%
$22.8M
35%
$13.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $5.8M | 9,975 | 15.91% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 4550 Ids 8 Ctr St
- Time zone
- CT (UTC-6)
- Office locations
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