ULLICO INVESTMENT ADVISORS, INC.

8403 Colesville Road
13th Floor
Silver Spring, Maryland 20910
Tel: 202-962-8951

About ULLICO INVESTMENT ADVISORS, INC.

ULLICO INVESTMENT ADVISORS, INC, formally registered with the SEC as ULLICO INVESTMENT ADVISORS, INC. The firm was established in 04/20/1990. They have over 6 offices throughout the country.

ULLICO INVESTMENT ADVISORS, INC. is a Silver Spring, Maryland based Financial Planning firm with nearly $11,318,266,665 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 83 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106628
SEC#	801-36371
Assets Managed by Firm	$11,318,266,665
No. of Clients	18
No. of Advisors	83

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	18	$11,318,266,665
Pension and profit sharing plans	4	$146,400,280

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