Ullico Investment Advisors, Inc.

RIASEC Registered

Total AUM

$13.9B

Discretionary

$13.9B

100% of AUM

Avg account

$557M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Bethesda, Maryland
CRD number: 106628
Registered since: April 20, 1990
Website: www.ullico.com
Custodians: U.S. BANK, N.A., BNY, CASEIS BANK
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles93.74%
Pension & Profit Sharing Plans3.81%
Insurance Companies1.61%
Banking / Thrift Institutions0.84%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ullico Investment Advisors, Inc. is a corporation that acts as a pooled-fund and institutional manager with roots dating to its 1990 SEC registration. The firm is organized to manage private equity and real estate funds and describes itself as a multifaceted fund manager. Its client base is institutional and it charges fees as a percentage of assets under management. Ullico performs portfolio management for pooled vehicles and for businesses or institutions, selects other advisers, and conducts activities consistent with a commodity pool operator/commodity trading advisor. It reports no active ESG program and is not structured as a multi-state adviser.