Ullico Investment Company, LLC
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 135195
- Registered since
- November 1, 2005
- Website
- www.ullico.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Yinan Yu
CFO and DirectorCRD 7787306

Cathy Humphrey
Chief Operating OfficerCRD 4899999
Contacts
3 of 18Darin Hardy
Vice President, Corporate ControllerCRD 7530984

Christen Eshleman
AnalystCRD 7783630

Michael Cavanaugh
Marketing AssociateCRD 6818063
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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