Ullico Investment Company, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Bethesda, Maryland
CRD number
135195
Registered since
November 1, 2005

Firm profile

FINTRX

Overview

Ullico Investment Company, LLC is a limited liability company that has been SEC-registered since 2005. Ownership is described as a mix of domestic entity and individual ownership. The firm is classified as "Unclassified" in the available dataset. Publicly listed operational flags indicate the firm is not a capital allocator and is not identified as an active ESG investor. It is not marked as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Core items such as fee structure, client mix, stated business activities and detailed advisory services are not specified in the provided records.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Yinan Yu

    Yinan Yu

    CFO and DirectorCRD 7787306

  • Cathy Humphrey

    Cathy Humphrey

    Chief Operating OfficerCRD 4899999

Contacts

3 of 18
  • Darin Hardy

    Vice President, Corporate ControllerCRD 7530984

  • Christen Eshleman

    Christen Eshleman

    AnalystCRD 7783630

  • Michael Cavanaugh

    Michael Cavanaugh

    Marketing AssociateCRD 6818063

Unlock 15 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
7373 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth